Exporting To Excel

Key Concepts

SearchSearches are a set of criteria used to retrieve a set of Records. Each Search will retrieve Records from a specific Project in a Database Application. The Searches are displayed in the navigation pane on the left of the screen on the workspace tab.

Search GroupSearch Groups are set of Search Groups and Searches. They are used to organize Searches in a tree structure. The Search Groups are displayed in the navigation pane on the left of the screen on the workspace tab.

Export Records in a Search to Excel

This is the simplest way to export data to Excel. The Sheet in the Excel Workbook will have the same contents as the grid view of the Search.

To export reports returned by a Search, you need to click on the gear icon on the right of the “Searches” heading in the navigation pane. This will open the manage searches view that allows you to manage your Search Groups and Searches.

In the manage searches view, you can then click on the “Export” link on the right of the Search for which you want to export Records.

Export Records in a Search Group to Excel

This way of exporting data allows the ability to export data from different Database Applications into a single Sheet in an Excel Workbook. The export will export Records from the Searches who are direct children of the Search Group. Searches in a Search Group that is a child of the exported Search Group will not be included.

The export will first create a Sheet using the data from the first Search contained in the Search Group. Then if 75% or more of the Data Field labels in a subsequent Search match the labels of the columns already included in a Sheet, the data of this subsequent Search will be appended to the same Sheet. If less than 75% of Data Field labels match the columns of an existing Sheet, a new Sheet will be added to the Workbook.

To export reports returned by a Search Group, you need to click on the gear icon on the right of the “Searches” heading in the navigation pane. This will open the manage searches view that allows you to manage your Search Groups and Searches.

In the manage searches view, you can then click on the “Export” link on the right of the Search Group for which you want to export Records.

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