From ICIHelp7.15
| Line 4: | Line 4: | ||
<font face="Segoe UI">You can export the search results to Excel either as a spreadsheet (.xlsx) or as a Comma Separated Value file (.csv).</font> | <font face="Segoe UI">You can export the search results to Excel either as a spreadsheet (.xlsx) or as a Comma Separated Value file (.csv).</font> | ||
| − | <font face="Segoe UI"> | + | <font face="Segoe UI">To export:</font> |
| − | #<font face="Segoe UI">'''Click''' the | + | #<font face="Segoe UI">'''Click '''the ''Search ''tile [[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 '''Export '''[[File:Export.png|RTENOTITLE]] icon and choose Excel or CSV file formats. The results are exported in the selected file format.</font> | |
| − | #<font face="Segoe UI">Click the '''Export''' | + | #<font face="Segoe UI">In Excel, 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.</font> |
| − | #<font face="Segoe UI">In Excel, the | + | |
<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 09:00, 22 November 2017
Exporting Search Results
You can export the search results to Excel either as a spreadsheet (.xlsx) or as a Comma Separated Value file (.csv).
To export:
- Click the Search tile
. from any ICM page. This opens the Search page in a new tab. - Define the search criteria and click the Search icon. The search results are displayed.
- Click the Export
icon and choose Excel or CSV file formats. The results are exported in the selected file format. - In Excel, 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.
