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[[ICM_Help|Home]] > [[Agreement Management]] > Save Your Search Results<br/>
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= Exporting Search Results =
  
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In ICM, you can export search results in '''Excel''' (.xlsx) and '''Comma Separated Value''' file (.csv).  
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You can export the search results to Excel as a spreadsheet (.xlsx) file.
  
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Exporting search results in a '''CSV''' file will help users who do not have '''Microsoft Office''' installed on their computer.<br/>
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To export:
  
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'''To export search results''': <br/>
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#'''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.
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1. On ICM Dashboard, at the top right corner, click '''Search''' [[File:Saving your Search1.png]].
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#Define the search criteria and '''click''' the ''Search'' icon.&nbsp;The search results are displayed.  
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#'''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.  
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2. Now on Search page, under '''Please select Entities to search''', select the required entities.
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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. 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.  
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<div class="image-green-border">[[File:Export2Excel-EntityCode.PNG|Export to Excel has link to the Entity Code]]</div>
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3. As per the selections made the result will be displayed below.
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4. Click '''Export''' option [[File:Export.png]] and select '''Excel''' or '''CSV'''  file format as per the requirement.
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5. The search result will be exported in the selected file format.
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4. On the Search page, click    and select '''Excel''' to export search results in '''.xlsx''' file.
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Latest revision as of 10:10, 3 July 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. Thus, you have 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.
Export to Excel has link to the Entity Code
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