Export list to Excel

Grids/lists feature throughout Case Manager. There are tools to manage the list itself as well as tools to manage items in the list. The Case List has access to most of these tools, see Case List as a grid.

Information in grids can be exported to Excel which makes producing ad hoc reports very easy. You simply filter and sort the list then export it to Excel.

At the Case List sophisticated management and filtering of your data is available through the Advanced filters with the Filter Editor at all grids and also the Case List Criteria. This is particularly suited to ad hoc reports. Conditional formatting enables sophisticated formatting of the Case List and this is usually included in the Excel file.

Export list

Once the grid displays what you want to see, click the Export to Excel icon .

The information displayed in the grid is exported to an Excel document. Be aware that there are several system settings that apply here, see Other system options.

Once in Excel you can take advantage of its features to further analyse and visualise this information.

Video demonstration of exporting to Excel.