Hi
I would like to do a search of all records (meta data) and have the results exported to an excel spreadsheet
I tried to use custom search but no result is found
To export as a CSV file (which excel understands) you run a search to find the documents, add the template fields as columns in the listing (from Tools->Options->Browser->Columns), and export the list contents (aka "Download Report" in version 10). See this help page for more information.
How can I create a CSV report using certain fields across several templates? For example I want to run a report on documents that we received on a specific date and I want it to include specific metadata fields.
Thanks
In the desktop Client and earlier versions of Web Access, the Download Report/Export List Contents feature will include all the columns you have currently have displayed, so to include a specific field, simply add it to the list of displayed columns.
In Web Access 10, you can customize this list further after you choose the Download Report option:
Thank you Brianna.
HI Brianna,
I am able to run a search from the desktop client and download the results to a CSV but I don't seem to have that option after running a search from Web Access. The generate report option is available at certain folder levels when browsing the repository but when I get to the folder that my documents reside in that option goes away there as well.
Thanks,
Jamey
Are you using Web Access 10? It's in the overflow menu:
Yes, we are on v10. In the Admin Console I'm an Administration and have all the feature rights and privileges, but this is what my overflow menu shows.
Ah, are you on version 10.0? The UI was improved in 10.1.
In 10.0, it looks like this:
and it ONLY appears if you have no entries selected
That will work for my search results because I want them all but it doesn't seem to work if you were just browsing by folder and wanted to export a mix of entries or just particular entries from the search results. We are on v10 currently so maybe it's been enhanced in v10.1.
Thanks so much for your assistance!