Extracting a Report of Active Files

1. Click on File in the top left corner of eXpd8 home screen

2. Select Reports from the drop down menu (the Files tab will appear expanded by default)

3. Click on Active Files

Note: Set your preferred search criteria (Author, File Owner, Category, From/To dates) and ensure Include Deleted Users is ticked, if required

3. Click on View Report Results and Export to CSV

• Related Articles

• Creating a new File

  1. Select the Add File option within the Advanced search screen This will open the Summary tab screen for a new file 2. Enter a File Name 3. Owner will display the current users name, select alternative users from the drop down list (it is important ...

• File Management in eXpd8

  Effectively carry out all of your file management on eXpd8, from adding files, linking main clients and contacts, creating activities such as tasks and phone messages, adding custom fields, creating templates, generating briefs, and more. Creating ...

• Maintaining File Stages

  1. Click on Maintain File Stages to open the Maintain Stages screen. When created, stages are relevant and available to files within the associated category. 2. Below display lists all existing file categories: 3. Selecting a category, enables the ...

• Creating File Categories

  Categories are used to group similar file types together 1. Click on Advanced button on the right of the home page 2. Select File Categories tab Adding a Category 1. To create a new category, over type the default text visible in the Modify Category ...

• Searching for files

  There are two ways of searching for an existing file in eXpd8 Option 1 1. Type directly into the search field on the home page of eXpd8 Any file name containing the characters typed will be displayed 2. The up & down arrow on your keyboard enables ...