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How do I export a list of my returns as a .CSV or Excel file from SureFire? - Export the Return List as a Comma Separated Values (.CSV) file or an Excel (.xls) file.


🔍 Export the Return List as a .CSV or Excel file

This guide shows you how to export a list of your returns from SureFire as a:

  • Comma Separated Values (.CSV)
  • Excel (.xls)

⚠️ Before You Begin

Make sure you have the Return List open in SureFire so you can export it.

📊 Step-by-Step Guide

Step 1: Open the Return List

Use this when you need to access your returns before exporting.

  • Click Open an Existing Return under Tasks You Do Most Often.
  • Click File Open Return.
  • Press Ctrl+O.

Step 2: Start the export

Use this to open the export options.

  • Click Export... located immediately above the OK button.

Step 3: Choose the export file type

Use this to select whether you want a CSV or an Excel file.

  • Select either Comma Separated Values (.CSV) or Excel (.xls) for Export Type.

Step 4: (Optional) Choose where to save the file

Use this if you want to save the file to a specific location.

  • Select a destination for the file by clicking the folder icon in the Export Folder field, if desired.

Step 5: (Optional) Rename the export file

Use this if you want a different file name than the default.

  • Modify the name of the file in the Export Filename field, if desired.

Step 6: Export

Use this to create the file.

  • Click Export.

✅ Note

Note: Select the Open On Export checkbox to automatically open the file when it is created.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install,setup