Search Board: Exporting Data to Excel

Exporting a Search Board in Excel or CSV

Users can export their Search Board into an Excel spreadsheet or CSV.  To do this, open any Job on the Search Board and then click Export this View.  The button is in the upper right corner of the browser.

Clicking Export this View will produce the Export dialogue window.  From here you can customize how your exported Excel or CSV will appear.  First determine the View (Small, Medium, Large, or List), determine the Export Format, and if you wish to have an added Activities Sheet attached.  Then determine the date range for the Activities. Then click OK.  Your exported view will then process.

Summary: Home | Search Board | Any Job | Export this View | Any Details | OK

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