Export Search

After performing a search, the search results can be recorded by using the Export Search function. The Export Search button is located on the Search toolbar. The Export Search function will save the search results in a .CSV file (easily opened by Microsoft Excel or other spreadsheet applications).

The exported .CSV file will contain this information about the account:

- Customer Account Name

- Group Name

- Type

- Version

- Created Date

- Created By

It is important to note that the search criteria is NOT exported in the .CSV file. You should record the search criteria manually if you wish to also have it with the export.