Exporting records

Export records from to a Microsoft Excel file to extract information from the database without making an external connection, e.g., from outside of the system, to the database. The file can be viewed using Microsoft Excel.

To export records:

  1. Open the form from which to export records.
    Note: The system will export the results of the last query performed, even if you are not currently viewing those records (e.g., if you cleared the form or if this exceeds the limit of what is displayed on the grid).
  2. Click Grid Menu.
  3. Click Save Grid to Excel. The system opens a new browser window and displays the exported records in Excel format.
    Note: The export to Excel function exports a maximum of 64,000 records.
  4. Save the file as necessary.