Export Data out of Bp Allied

Reports and editable table data can be exported from Bp Allied.

To export report or table data

  1. Run a report from Reports > Appointment Summary or open the table in Data Maintenance > Referrers.
  2. Click on the Export to Excel button.
    • For Reports, this is located on the top right.
    • For Data Maintenance, this is located on the bottom left next to the Print button.
  3. The Save to Location... dialogue box will display.
  4. Select the relevant location and click Save.
  5. If you are using Bp Allied hosted subscription, you will need to navigate to a drive on your local computer and save.

    Select the location and click Save.

  6. Open the file in Excel.