Steps Required
- Go to Utilities > Report Writer in RMS.
- Select a Template.
- Select 'Show Matches'.
- Select 'Export'.
- Select 'Add'
- Enter a Template Name.
- Select a 'From' Category.
- Select a 'Field'.
- Select 'Add Field'.
-
Repeat Steps 6-8 for all required Fields.
- Select 'Save'.
- Select 'Export'.
- Select the Field Order.
- Select 'Export'.
Info
The export feature of Report Writer can be used to extract selected information from the returned matches using the returned matches from a search template.
Click Here for instructions to create a Report Writer search template in RMS.
Visual Guide
Go to
Utilities > Report Writer in RMS.
Select a Template.
Select 'Show Matches' to perform the search.
Select 'Export'.
Select 'Add'.
Enter a Template Name.
Select a 'From' Category.
Select a 'Field'.
Select 'Add Field'.
Repeat Steps 6-8 for all required Fields.
Select 'Save' to store the changes made.
Select 'Export'.
Select the Field Order.
Select 'Export' to generate the .csv file.
A .csv file will be downloaded with the information from the selected fields and returned matches.
