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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
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