Export Search Results - Revision history

Sdk at 07:56, 24 May 2021

2021-05-24T07:56:47Z

IDT-5 at 10:10, 3 July 2018

2018-07-03T10:10:36Z

IDT-1 at 12:29, 14 March 2018

2018-03-14T12:29:37Z

IDT-5 at 12:27, 14 March 2018

2018-03-14T12:27:28Z

IDT-5 at 12:27, 14 March 2018

2018-03-14T12:27:06Z

IDT-5 at 09:00, 22 November 2017

2017-11-22T09:00:30Z

IDT-5 at 10:21, 21 November 2017

2017-11-21T10:21:00Z

IDT-5 at 10:15, 21 November 2017

2017-11-21T10:15:49Z

IDT-4 at 12:31, 5 March 2017

2017-03-05T12:31:26Z

IDT-2 at 09:26, 29 November 2016

2016-11-29T09:26:08Z

@@ Line 1: / Line 1: @@
 = Exporting Search Results =
@@ Line 6: / Line 7: @@
 To export:
-#'''Click''' the ''Search'' [[File:Saving your Search1.png|RTENOTITLE]]&nbsp;tile from any ICM page. This opens the ''[[Using_Advanced_Search|Search]] ''page in a new tab.
+#'''Click''' the ''Search'' [[File:Saving your Search1.png|RTENOTITLE]]&nbsp;tile from any ICI page. This opens the ''[[Using_Advanced_Search|Search]] ''page in a new tab.
 #Define the search criteria and '''click''' the ''Search'' icon.&nbsp;The search results are displayed.
 #'''Click''' the ''Export&nbsp;''[[File:Export.png|RTENOTITLE]]&nbsp;icon and choose the Excel or CSV formats. The results are exported in the selected file format.
 #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. Thus, you have&nbsp;easy access to the Entity Details page for data exported to Microsoft Excel. If the ''Entity Code'' column is missing from your spreadsheet, add the ''Code'' attribute to the list of Select Columns and export to Excel again.
 <div class="image-green-border">[[File:Export2Excel-EntityCode.PNG|Export to Excel has link to the Entity Code]]</div>

@@ Line 9: / Line 9: @@
 #Define the search criteria and '''click''' the ''Search'' icon.&nbsp;The search results are displayed.
 #'''Click''' the ''Export&nbsp;''[[File:Export.png|RTENOTITLE]]&nbsp;icon and choose the Excel or CSV formats. The results are exported in the selected file format.
-#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.
+#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. Thus, you have&nbsp;easy access to the Entity Details page for data exported to Microsoft Excel. If the ''Entity Code'' column is missing from your spreadsheet, add the ''Code'' attribute to the list of Select Columns and export to Excel again.
 <div class="image-green-border">[[File:Export2Excel-EntityCode.PNG|Export to Excel has link to the Entity Code]]</div>

@@ Line 1: / Line 1: @@
-<font face="Segoe UI">Exporting Search Results</font>
+= Exporting Search Results =
 You can export the search results to Excel as a spreadsheet (.xlsx) file.
@@ Line 6: / Line 6: @@
 To export:
-#'''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.
+#'''Click''' the ''Search'' [[File:Saving your Search1.png|RTENOTITLE]]&nbsp;tile from any ICM page. This opens the ''[[Using_Advanced_Search|Search]] ''page in a new tab.
 #Define the search criteria and '''click''' the ''Search'' icon.&nbsp;The search results are displayed.
-#'''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.
+#'''Click''' the ''Export&nbsp;''[[File:Export.png|RTENOTITLE]]&nbsp;icon and choose the Excel or CSV formats. The results are exported in the selected file format.
 #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>

← Older revision		Revision as of 12:27, 14 March 2018
Line 1:		Line 1:

−	= <font face="Segoe UI">Exporting Search Results</font> =	+	<font face="Segoe UI">Exporting Search Results</font>

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

@@ Line 2: / Line 2: @@
 = <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>
+You can export the search results to Excel as a spreadsheet (.xlsx) file.
-<font face="Segoe UI">To export:</font>
+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>
+#'''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>
+#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>
+#'''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>
+#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>

@@ Line 10: / Line 10: @@
 #<font face="Segoe UI">The search results are displayed.</font>
 #<font face="Segoe UI">Click the&nbsp;'''Export'''&nbsp;&nbsp;[[File:Export.png|RTENOTITLE]] icon and choose&nbsp;'''Excel''' or '''CSV''' file formats.&nbsp;</font><font face="Segoe UI">The results are exported in the selected file format.</font>
-#<font face="Segoe UI">In Excel, the&nbsp;</font>''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.
+#<font face="Segoe UI">In Excel, the&nbsp;</font>''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.
 <div class="image-green-border">[[File:Export2Excel-EntityCode.PNG|Export to Excel has link to the Entity Code]]</div>

@@ Line 6: / Line 6: @@
 <font face="Segoe UI">'''To export''':</font>
-#<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>
+#<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>
-#<font face="Segoe UI">Define the search criteria and click the Search icon.</font>
+#<font face="Segoe UI">Define the search criteria and '''click '''the ''Search'' icon.</font>
 #<font face="Segoe UI">The search results are displayed.</font>
-#<font face="Segoe UI">Click the&nbsp;'''Export'''&nbsp;&nbsp;[[File:Export.png|RTENOTITLE]] icon and choose&nbsp;'''Excel''' or '''CSV''' file formats.</font>
+#<font face="Segoe UI">Click the&nbsp;'''Export'''&nbsp;&nbsp;[[File:Export.png|RTENOTITLE]] icon and choose&nbsp;'''Excel''' or '''CSV''' file formats.&nbsp;</font><font face="Segoe UI">The results are exported in the selected file format.</font>
-#<font face="Segoe UI">The results are exported in the selected file format.</font>
+#<font face="Segoe UI">In Excel, the&nbsp;</font>''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>
 &nbsp;

@@ Line 1: / Line 1: @@
-[[ICM_Help|Home]] > [[Agreement Management]] > Save Your Search Results<br/>
+= <font face="Segoe UI">Exporting Search Results</font> =
-In ICM, you can export search results in '''Excel''' (.xlsx) and '''Comma Separated Value''' file (.csv).
+<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>
-Exporting search results in a '''CSV''' file will help users who do not have '''Microsoft Office''' installed on their computer.<br/>
+<font face="Segoe UI">'''To export''':</font>
-'''To export search results''': <br/>
+#<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>
-. On ICM Dashboard, at the top right corner, click '''Search''' [[File:Saving your Search1.png]].
+#<font face="Segoe UI">Define the search criteria and click the Search icon.</font>
-. Now on Search page, under '''Please select Entities to search''', select the required entities.
+&nbsp;
-−
-. As per the selections made the result will be displayed below.
-−
-. Click '''Export''' option [[File:Export.png]] and select '''Excel''' or '''CSV'''  file format as per the requirement.
-−
-. The search result will be exported in the selected file format.
-−
-</font>
-. On the Search page, click     and select '''Excel''' to export search results in '''.xlsx''' file.