Exporting Results

About Exporting Results

The CES Export functionality allows you to select any information obtained from the Search Results window and export it into any ASCII and CSV file format.  This functionality allows you the freedom and flexibility of sharing information across your organization, and allows you to manipulate and create reports to support your business processes. 

When Exporting Results

  • The import facility is not supported in the Export Results window, but files can be imported using other utilities like dbload.  For more information about importing data, refer to the CES Administration Guide.
  • The data migration facility is not supported in the Export Results window, but files can be migrated using other utilities like dbload.  For more information about importing data, see the CES Administration Guide.

Accessing the Export Results Window

To complete the scenario below, select the following method to access the Export Results window:

 
If You Are Using the... Then...

Search Results Window

  1. Follow the steps to search for an item.

  2. In the Search Results window, select the object for which you want to export.

  3. Right-click and select Export Results from the shortcut menu.

How To Export Results

This task explains how to export data from the Search Results window into an ASCII or CSV file format.
  1. From the Search Results window, select one or more items or companies that you want to export.  Right-click, and select Export Results from the shortcut menu.  The Export File Setup window appears.

     

  2. Within the Export File Setup window, you are given the opportunity to name your file and determine the format of your exported file.  In the Export File Name field, name your file and then select the format that you want your file to be exported into.  ASCII files are text files and CSV files are spreadsheet files, both of which are supported by most file applications.  You can also select how much of the information from the Search Results window that you want to include in your export exercise.  By default, the Selection option is selected, which will only export those objects that you selected in the Search Results window when choosing the Export function.  However, should you decide to now export all the information that resulted from your search, you can select the All option.  Selecting the Items option will export only those objects in your search results that are considered items.  When selecting the Item option, you will notice that the From and To fields now become available for selection as well.  In these fields you can narrow the amount of item data that is exported by specifying the range of data that you want exported.  For example, you could specify records 10 to 50 as the objects that you want exported. Once you have completed your criteria, click the Next button to proceed with the export exercise.  The Export Options Setup window appears.

  3. In the Export Options Setup window, you can determine the appropriate format for the delimiters in your exported file.  If the delimiter is a comma, then the information is represented as Name, Address, Phone Number, etc.  However, if the delimiter is a pipe, then the information is represented as Name | Address | Phone Number | and so forth.  You can also choose to remove blanks that may exist between the data (both leading and trailing), and choose where the delimiter should appear in the data (before or after).  Select your options and click the Next button to proceed.  The Export Column Setup window appears.

  4. The Export Column Setup window allows you to custom select the columns of data that you want included in your export file.  Select or deselect the options that best define your reporting needs, and click the Next button to proceed.  The Export File Link window appears.

  5. The Export File Link window contains the link to your exported file, and by clicking the link, you have the option of opening your file or saving it directly to your computer.  To review your file, click the link and choose the Open option in the File Download window.  The file opens and the data is displayed.

     

 The Export File Setup Window

The Export Options Setup Window

The Export Column Setup Window

The Export File Link Window

This table describes the fields displayed in the Export File Setup, Export Options Setup, Export Column Setup, and the Export File Link windows:

Fields Description
Export File Name Name given to the file that you are exporting from the Export Results window.
Export Format The ASCII or CSV format applied to the exported data.
Export Range The amount of data you want exported from the Search Results window.
From The From value for the range of items that you want exported.
To The To value for the range of items that you want exported
Record Delimiter The delimiter format options for the exported data.
Remove Blanks The option to remove blanks from the delimited data.
Field Delimiter The option of placing the delimiter before or after each data entry.
Column Selection The option to choose the column data that will be exported to the file.

This table describes the buttons displayed in the Export File Setup, Export Options Setup, Export Column Setup, and the Export File Link windows:

Button Description
Moves you to the next window.
Returns you to the previous window.
Cancels your transaction and returns you to the Search Results window.
Allows you to select all the columns for export.
Allows you to deselect all the columns for export.
Completes the export process.