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Thursday Tips and Tricks: PracticeMaster – Copy Records To Word Or Excel From PracticeMaster

Copy Records To Word Or Excel From PracticeMaster00025027

You can copy the contents of any list from PracticeMaster to Word or Excel. Simply select Ctrl-Alt-C while in the list, then paste to the destination program.

When you copy and paste the list in this way, the copy will honor all active searches, sorts, column layouts, etc. This makes the copy and paste a quick way to create a report in Word. Another possible way to use this feature is to paste a list of fees that you want to run some calculations against to Excel.

When pasting to Word, the data will paste into a table. When pasting to Excel, the data will be pasted into the spreadsheet cells.



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