Administer > Database Administration > Data persistence > Exporting records > Export a record list to an Excel file

Export a record list to an Excel file

Applies to User Roles:

All users

Note: You must have the Microsoft Excel application program on your computer.

To export a record list to an Excel file:

Windows client:

  1. Go to Window > Preferences, and make sure that the Client side load/unload option is selected.
  2. Open a list of records. For example, open a list of open incident records.

    Note:  You can use Modify Columns, so that only those columns containing data that you intend to export displays. You must keep the column that contains the key field.

  3. From the record list, click the More Actions icon, and choose Export to Excel.

  4. In the Filename field, specify a path and name for the file, and then click OK.

    Note: If you specify a file that does not exist, Service Manager will create it.

    HPE Service Manager exports the record list to a CSV file and opens it in Excel.

Web client:

For a Web tier client, export the record list to a text file, and then open the text file in Excel. Do the following:

  1. From the record list, click More and choose Export to Text File.

  2. Fill in the following fields.
    FieldDescription
    FilenameType, or browse to, the path and name of the new text file.
    Comma Separated Value (CSV)Select this option to use the comma character as a field delimiter.
    Semicolon Separated CSVSelect this option to use the semicolon character as a field delimiter.
    TabSelect this option to use the tab character as a field delimiter.
    AsteriskSelect this option to use the asterisk character as a field delimiter.
    CaretSelect this option to use the caret character as a field delimiter.
    OtherSelect this option to use a designated character as a field delimiter. Type the character delimiter.
  3. Open the Excel application, and then click Open.
  4. Select All files to see a list of all files in your directory.
  5. Select the new text file of the records list that you just created.
  6. Answer the Excel program prompts to import your text file. For example, select Delimited, so that characters such as commas or semicolons separate each field.
  7. When you are done making your selections, click Finish.
  8. Click OK.
  9. Your record list is imported into the Excel spreadsheet.