How to: Export lists from Management and Find windows.
Environment: Comsense Enterprise
In this article:
Understanding the List Export Tool
The list export tool allows you to export a list from any of the Management or Find windows. The tool exports the list in the same order that you filter or organize the line items in the window. You can use this tool for:
- Customer follow-ups
- Supplier follow-ups
- Personal tracking
- Document auditing
You can export the list to:
Excel, Word, and PDF files save to your computer for future access. The Export To Clipboard option copies the list to your clipboard and you must manually paste the list in a word processor or email.
*Note: Always paste the list immediately to avoid losing the information.
Exporting a List from a Management or Find Window
On the far-left column header:
- Click the Down Arrow
- Hover the mouse over Export
- Click an Export To options
If you are exporting to Excel, Word, or PDF the File Explorer window will open.
In the File Explorer window:
- Select the save location
- Enter the file name
- Click Save
The list is now exported.
Please sign in to leave a comment.