Export reports or search results
This article applies to:CertCapture
When you generate reports or search for documents and customers in CertCapture, consider exporting the results to view the data in a spreadsheet format.
Steps
-
In CertCapture, search for customers or documents, or generate a report.
- Select Export Report.
- Optional: Select Customize Data Fields to select the columns that you want included in the report. If you don't do this, all columns are included.
- In the Export Report dialog box, enter a name for the report.
If your report includes Custom Fields, you can choose to exclude Custom Fields from the export to speed up the export process - Select Export Report.
- After you see the success message below, on the CertCapture Dashboard, select your user name in the upper right and then select Download Center.
- In the Download Center pane, choose one of the following options under the Actions column:
- Select Download to download the report to your computer's default download folder.
- Select Remove and then select OK to delete the report from CertCapture.
