Page Comparison

1. Accessing the export to Excel options

From the required grid:

• Right-click over the column headings and select Export to
  

• Two Excel options are offered:

  • Excel Spreadsheet (.xls) - Standard - see step 2

  • Create Custom Excel Template - see step 3 onwards

2. Standard export

• Selecting to do a Standard export opens Excel and pulls the content of the grid (shown in step 1) into a worksheet
  

• If the grid was grouped, the export to Excel will include a pivot table worksheet too
  

• The information can now be sorted/filtered/saved etc. within Microsoft Excel

3. Custom export

When selecting to do a Custom export, choose which template type you need (if custom templates have already been created, the screen shown in step 7 will be displayed)

• Select Create template from standard
  
  Choosing this option ensures the core columns are included in your new template (rather than starting from scratch)
  

• Click Accept
  
  The Excel Export Designer screen is displayed
  

4. Add/edit data included in export

As the Create template from standard option was chosen in the previous step, standard columns for the report type are automatically shown the Excel Export Designer

Use this screen to edit / remove / change column order shown, as well as add new columns

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• Template Name
  Enter an appropriate name for the template
  Once created, the template will be available for all grids of this type - see step 6
  

• Share With
  Leave set to Everyone - or click this link for options to share with particular Offices or Negotiators 
  Or, to keep the template for individual use, select Do Not Share
  

• Change column header

  • Double-click the heading
    The screen shown in step 5 will be displayed

  • In the Header field, enter the new heading for this column
    e.g. you may want Manager Name to display as Manager
    

• Change column order
  Select the required column heading and click the Move Up/Down buttons
  

• Remove columns
  Select column heading and click Delete
  

• Add new columns to export
  See next step

5. Adding a new export column

Merge codes are needed to pull the required information from the database

From the Excel Export Designer (shown in step 6):

• Click Add 
  Complete the Excel Export Column Edit screen
  
  
  

• Header
  Enter the title for the exported column (i.e. how you want it to be labelled in Excel)
  

• Merge Code
  Use the Letter Template Editor to find required codes
  See links on this page for more information on the Letter Template Editor and useful merge codes

• Type
  Select the format for the column, options are None, Decimal, Price or Percent

6. Accessing custom Excel templates

Once a custom Excel template has been created it will be available on all grids of the same type
e.g. an applicant custom template will be available on all applicant grids

• Right-click over the column headings and select Export to
  
  All custom Excel templates created for this grid type are shown

7. Edit/delete custom Excel templates

To edit or delete any custom Excel templates createdAs shown in step 6:

• Right-click over the column headings and select Export to
  (as shown in step 6)
  

• Select Create/Edit Custom Excel Template
  
  Options (shown right) to Edit or Delete existing templates are offered