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.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/4515/direct/1596074689800-1596074689800.png)
Select a Template.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/4515/direct/1587014152570-1587014152570.png)
Select 'Show Matches' to perform the search.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/4515/direct/1587014181260-1587014181260.png)
Select 'Export'.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/4515/direct/1587014229657-1587014229656.png)
Select 'Add'.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/4515/direct/1587014262015-1587014262015.png)
Enter a Template Name.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/4515/direct/1587014277561-1587014277561.png)
Select a 'From' Category.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/4515/direct/1587014296720-1587014296720.png)
Select a 'Field'.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/4515/direct/1587014385745-1587014385745.png)
Select 'Add Field'.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/4515/direct/1587014417236-1587014417236.png)
Repeat Steps 6-8 for all required Fields.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/4515/direct/1587014435365-1587014435365.png)
Select 'Save' to store the changes made.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/4515/direct/1587014443624-1587014443624.png)
Select 'Export'.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/4515/direct/1587014451219-1587014451219.png)
Select the Field Order.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/4515/direct/1587014463700-1587014463700.png)
Select 'Export' to generate the .csv file.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/4515/direct/1587014471888-1587014471888.png)
A .csv file will be downloaded with the information from the selected fields and returned matches.