Research Export

When you create a Research Report (Historical or Estimated) with an output type of Tab Delimited File, it is then available for exporting to a spreadsheet with an .xls extension using this option. The File Name and Description you use in the Research Report option become the Collection Code and Collection Description in the Research Export option. A Banner page consisting of your request settings and filters prints first as a Banner Page. It also includes the job number.

To export a research report, select Research | Research Export.

Research Export Prompt Window

1. Use the Report Type drop down to select the type of report that you generated.

2. Accept the User name or select another from Lookup.

3. Key or Lookup a Collection. Alternatively, you can leave the Collection field blank in order to see a list of all the collections.

4. Click the Next icon.

5. When you do, you'll see the Research Export window.

Research Export Window

6. To export a tab-delimited collection file to a spreadsheet, select the check box adjacent to the collection file, and click the Save as XLS icon.

Additional Options

• If you recently generated the collection file and do not see it in the list, click the Refresh icon.

• If you no longer need a particular collection, select the check box adjacent to the collection file, and click the Delete icon.