This article is a guide to extracting a User List for a firm within Unity® Practice Management
Step 1:
Log in to Quill Support Server
Step 2:
Follow Path
- Enter path: C:\Quill\Apps\Utils
- Scroll down to the QEMA app and run it:
For future use - Right click > Create Shortcut > Move the shortcut to the desktop.
Step 3:
Export
- Tick “Both Pinpoint and Hosted”
- Start to type the name of the Firm/Organisation and select it
- Once loaded, press Excel to export it
- It will save in the “Documents” folder on the Support Server (likely won’t open in Excel on there)
Step 4:
Copy to Desktop
- Copy it over onto your desktop
- Once loaded in Excel, delete the “Last Login” column and save.