Export Bulk Reports

Select the Export Finalized Report button at the top of the Templates screen to export reports to CSV:

 Select your account from the dropdown menu (this is only applicable to users with multiple Tricefy accounts)

 Choose a category

  • An asterisk appears to indicate a report is selected from that category

 Specify a date range:

  • Today: Will only export reports that were finalized today
  • Yesterday: Will only export reports that were finalized yesterday
  • Last 7 Days / 30 days: Will only export reports that were finalized within the last seven or 30 days
  • This month: Will only export reports that were finalized within the current month
  • Last month: Will only export reports that were finalized with the last month
  • Custom: Allows for a more specific date range:

 Choose reports to export 

  • Multiple reports can be selected
  • Selected reports are highlighted blue 

Repeat Steps 1 - 4 for Each Category

 Displays the number of reports chosen for export

 Exports the chosen report(s) to CSV

Viewing Exported Reports

After exporting reports, the system will automatically forward you to the Report Exports screen:

The category, report name, date range, and the date of the export are shown.  Once all reports are exported, a download (.zip) link will display.  If this link does not display, select the Refresh button to refresh the browser.

 Select the download link to save the reports on your clinic's local drive. 

To return to this screen, select Report Exports from the user menu: