After executing the search in My Work and customising the result table. you can export the table as a CSV file for use in a spreadsheet application such as Microsoft Excel. You can then perform further calculations or import the data into another application used by your organisation.
Before you begin
- Use the My Work search to filter the Table as required. See topic My Work - Overview and Search for details
Procedure
1. Open My Work, fill in the search criteria, then click Submit
- The Table displays the items matching the search criteria. (See topic My Work - Overview and Search.)
2. Customise the Table columns as required (rearrange, hide columns).
- (See topic My Work - Customise Result Table.)
3. To export only a particular page of results, do the following:
- (You may do this to produce a worksheet of Matters/ Orders for each of your team members to work through)
a. Select the required number of Results per page.
b. Select which page you want to export.
c. Click the Export Current Page Results to CSV
A new tab opens highlighting the status of the export
4. Click the Export All Results to CSV button to export all records from all pages in the table to a CSV file.
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