Export a list of binder items

If you use grid setting to customize the way the data is displayed, the data will be exported the way it is displayed.

  1. Open the View Binder Items screen.
  2. In the Binder field, click to select one or more binder record types for which you want to view binder items. If no binders are selected, binder items are shown for all binder record types.
  3. In the Company field, click to select one or more companies for which you want to view binder items. If no companies are selected, binder items are shown for all companies.
  4. In the Owner field, click to select one or more owners whose binder items you want to view. If no owners are selected, binder items are shown for all owners.
  5. In the Status field, click and select the status of binder items to view. .

    • Active

    • Inactive

    • All

  6. Click Retrieve.
  7. To specify the file type for the export, do one of the following:

    • To export the list to Excel, click next to the Export button and select Excel.

    • To export the list to a tab-delimited file, click next to the Export button and select Text file (Tab Delimited).

  8. Navigate to the folder where you want to save the file.
  9. In the File Name field, enter a file name for the exported file.
  10. Click Save.
  11. Click OK.
    Note: If you opted to export the list to Excel, the Excel file automatically opens if you have Excel installed.