Microsoft Excel can be used to augment the reporting capabilities of DocketCalendar by exporting events and deadlines to a Microsoft Excel spreadsheet, The primary reason for exporting Outlook data to Excel is to take advantage of Excel's more powerful formatting and printing functionality.

• Export an Outlook Table View Report to Excel. First, you can move the events and deadlines in an Outlook Table View report to a Microsoft Excel spreadsheet.
• Export a Trigger List to Excel. Second, you can export all of the events generated by a Trigger to a spreadsheet in two available formats: (1) the Event Report format, which displays the Trigger information as the heading of the report and then lists the events; and (2) Event List, which displays a list of the events and includes the Trigger information as part of each event description. You can export the events from the Use Rules screen, after you calculate the events, or from the event listing located within the appointment record for any of the events relating to the Trigger.

DocketCalendar events have been transferred to a spreadsheet, you will need to adjust the width of columns so that the data can be viewed easily. You can expedite this process by creating an Excel template with the columns widths preconfigured.

Export an Outlook Table View Report to Excel

The easiest way to export the results of a Table View Report is to simply copy and paste them into a blank Excel spreadsheet or a preconfigured template.

Adjust the columns to display the text in each column.

• You can adjust the width of each column manually by moving the mouse pointer across the column heading bar until it reach the line between two columns. When the mouse pointer changes to a grab bar, click and hold the left mouse button and drag the column to the desired width.
• An easy and automatic way to adjust a column: at the position where the mouse pointer changes to a grab bar, double-click. The column will change to a width large enough to view every record in the column.

You can now save or print the spreadsheet or use Excel to format it in a way that makes it more useful for its intended purpose.

Use Blank Excel Spreadsheet Template:  If you plan to export a particular Table View report in the future, you can create a blank Excel spreadsheet template with columns of a preconfigured width and paste the Table View report contents into it the next time you want to export the Table View report.

Export a Trigger List to Excel

You can export a list of all events relating to a Trigger Event to an Excel spreadsheet. You can export the list from two locations within DocketCalendar: (1) The Use Rules screen; and (2) the Events list in an appointment record. The export is available in two formats: (1) the Event Report format, and (2) the Event List. The Event Report recites the Trigger, Jurisdiction and case information as a heading at the top of the report, followed by a list of the events. In the Event List, this information is repeated on each line of the report. The layout of the Event List is more amenable to further sorting, grouping and filtering using Excel tools than the Event Report format.

The Report Formats

The Event Report groups the Trigger information in a heading at the top.

Figure 1--Event Report Format: The Event List report displays a list of all events relating to a Trigger with the Trigger, Case and Jurisdiction details repeated on each line of the report.

Figure 2--Event List Format[/caption]

Creating  Event Reports from the Use Rules Screen

From the dropdown list, choose either Event Report or Event List, depending upon the type of report you want to export. See The Report Formats above.

As soon as you click the button, the details on the Use Rules screen will be exported to an Excel spreadsheet, which will open immediately. You will see it in your Taskbar, represented by the Excel icon on an orange background.

Creating  Event Reports from the Listing in an Event Record

When you create DocketCalendar events as Outlook appointments using a Trigger, each appointment contains a list of events calculated using the selected Trigger. The list is visible only to staff members who have installed the DCO Add-In in the Outlook desktop application. On the list in each appointment record created with the Trigger, you will find the same Export Events button as appears on the Use Rules screen.

4. Click on the Excel i
5. Adjust the width of the columns as explained above.
6. Save the Report to your file system.

Save an Excel Spreadsheet as a Blank Template

If you want to eliminate the step of adjusting columns every time you export a particular Table View report to an Excel spreadsheet, you can save one of the spreadsheets you create as a blank spreadsheet template. The template will retain the column widths of the spreadsheet used to create it. To use the template, you will  open it as a blank Excel spreadsheet and paste the contents of the Table View report into it. The data in the columns of the Table View report will fit into the preconfigured columns of the template.

Create a Blank Excel Template

1. Create the Table View report.
2. Copy the rows of the report to a new Excel spreadsheet.
3. Adjust the columns as desired.
4. Delete all of the rows of the report.

• You can hold the Ctrl key and then tap the "A" key to select all of the rows.
• After selecting the rows, click the Delete key to remove the contents of the spreadsheet.

When you save the spreadsheet as a blank spreadsheet template, the column sizes will be retained.

5. Save the report as a blank, preformatted template in a location where you can easily find it at a later time.

• On the File menu, select Save As.
• Browse to the location where you want to save the template.
• Enter a name for the template in the File name box.
• From the Save as type dropdown list select Excel Binary Workbook as the file type.
• Click the Save button when you are done.

Copy the Event Report to the Excel Template

Once you create the report, you can copy its contents into the Excel template you created.

1. Create the report.
2. Copy all of the rows of the report.

The same commands used to copy a Table View report are available in Excel:

• Select all of the rows.  You can hold the Ctrl key and tap the "A" key to copy all of the rows.
• Copy the rows. You can hold the Ctrl key and tap the C key or click your right mouse button to display the context menu and click Copy to copy the highlighted rows.

• Place the insertion point in the first cell of the spreadsheet before you paste the report into the template.
• You can hold the Ctrl key and tap the V key or click your right mouse button to display the context menu and choose the first icon on the Paste Options menu item to paste the rows into the blank spreadsheet.

If the events in the report you used to create the template were substantially different in length than the events in your current report, you may need to adjust the width of the columns.

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