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Exporting Search Results to MS Excel

This article discusses the ability to turn any search result into a Microsoft Excel spreadsheet on demand. To regularly export records in Excel, you should instead create an Excel Output Profile with the fields you want via Setup > Excel Output Profiles.

Because many Microsoft Office programs can work with HTML files, it is possible to bring many kinds of CIOC data into Microsoft Office programs for offline processing and formatting. In particular, Microsoft Excel interprets tables in HTML files into a spreadsheet where the cells of the table become the cells of the spreadsheet. This is a very effective method for getting specifically selected records and fields into a spreadsheet which can be further manipulated into mailing labels, e-mail lists, and more.

The basic method consists of...

  1. Generate your search results
  2. Change your Display Options to include the field(s) you want; it is recommended to turn off "Web-enable Custom Fields" if including a field that could have links to websites, searches, e-mails, etc.
  3. Click on "Print Records - New Window"
  4. Save the resulting page by selecting File > Save Page As from within your browser
  5. Open the HTML file in Microsoft Excel and work with it as desired; you may optionally re-save the file as an Excel spreadsheet

Optimizing the results

This technique works most effectively if you:

  1. Use a Print Template which includes no additional information on the page. You can effectively remove the contents of the header and footer in the print template by inserting a blank line or a non-breaking space into the custom HTML header and footer:

    (a blank line)
    <br>
    (a non-breaking space)
    &nbsp;
  2. Apply a special Microsoft Office style to the line breaks which ensures that the contents of multi-line fields stay in a single cell. Include the following special style in the Stylesheet (CSS) of your Print Template:

    br {mso-data-placement:same-cell;}

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