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= <font face="Segoe UI">Exporting Search Results</font> =
 
= <font face="Segoe UI">Exporting Search Results</font> =
  
<font face="Segoe UI">You can export the search results to Excel&nbsp;either as a spreadsheet (.xlsx) or as a&nbsp;Comma Separated Value file (.csv).</font>
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You can export the search results to Excel as a spreadsheet (.xlsx) file.
  
<font face="Segoe UI">To export:</font>
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To export:
  
#<font face="Segoe UI">'''Click '''the&nbsp;''Search&nbsp;''tile&nbsp;[[File:Saving your Search1.png|RTENOTITLE]]. from any ICM page. This opens the [[Using_Advanced_Search|Search]] page in a new tab.</font>
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#'''Click''' the ''Search'' <font face="Segoe UI">[[File:Saving your Search1.png|RTENOTITLE]]&nbsp;</font>tile from any ICM page. This opens the ''[[Using_Advanced_Search|Search]] ''page in a new tab.  
#<font face="Segoe UI">Define the search criteria and '''click '''the ''Search'' icon.&nbsp;</font><font face="Segoe UI">The search results are displayed.</font>
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#Define the search criteria and '''click''' the ''Search'' icon.&nbsp;The search results are displayed.  
#<font face="Segoe UI">Click the&nbsp;'''Export&nbsp;'''[[File:Export.png|RTENOTITLE]]&nbsp;icon and choose&nbsp;Excel or CSV file formats.&nbsp;The results are exported in the selected file format.</font>
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#'''Click''' the ''Export&nbsp;''<font face="Segoe UI">[[File:Export.png|RTENOTITLE]]</font>&nbsp;icon and choose the Excel or CSV formats. The results are exported in the selected file format.  
#<font face="Segoe UI">In Excel, the&nbsp;''Entity Code'' column (if one exists, such as the Agreement Code in the figure below) contains a link to the actual Entity. '''Clicking''' it takes you to the&nbsp;''Entity Details'' page. If the Entity Code column is missing, you can add the Code attribute to the list of Select Columns.</font>
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#The ''Entity Code'' column (if one exists, such as the Agreement Code in the figure below) contains a link to the actual Entity. '''Clicking '''it takes you to the Entity ''Details'' page. If the Entity Code column is missing, you can add the Code attribute to the list of Select Columns.  
 
<div class="image-green-border">[[File:Export2Excel-EntityCode.PNG|Export to Excel has link to the Entity Code]]</div>
 
<div class="image-green-border">[[File:Export2Excel-EntityCode.PNG|Export to Excel has link to the Entity Code]]</div>

Revision as of 12:27, 14 March 2018

Exporting Search Results

You can export the search results to Excel as a spreadsheet (.xlsx) file.

To export:

  1. Click the Search RTENOTITLE tile from any ICM page. This opens the Search page in a new tab.
  2. Define the search criteria and click the Search icon. The search results are displayed.
  3. Click the Export RTENOTITLE icon and choose the Excel or CSV formats. The results are exported in the selected file format.
  4. The Entity Code column (if one exists, such as the Agreement Code in the figure below) contains a link to the actual Entity. Clicking it takes you to the Entity Details page. If the Entity Code column is missing, you can add the Code attribute to the list of Select Columns.
Export to Excel has link to the Entity Code