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Export the tracker to Excel or CSV

Job tracker firmsFor: Admin, Standard

Download the workbook or one sheet.

At the top right of the job tracker, the SMSF tracker and the dashboards:

  • Export to Excel downloads the whole workbook as a spreadsheet, laid out like your own.
  • Export Sheet as CSV downloads only the sheet on screen.
The SMSF tracker with Export to Excel and Export Sheet as CSV at the top right.
Export to Excel and Export Sheet as CSV.

A workbook exported from BMS can be imported back: nothing is added twice.

  • Import the weekly workbook (being written)Job tracker firms
  • Export work to a spreadsheet (being written)Live

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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