Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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- Exporting records
- Export descriptor records
- Unload error messages
- Unload files
- Add an export descriptor record
- Delete an export descriptor record
- Export a record list to a text file
- Export a record list to an Excel file
- Export a record list using an export description record
- Export an individual record using an export descriptor record
- Export selected records from a table using an export descriptor record
- Schedule the exporting of records using an export descriptor record
- Schedule the unloading of records
- Unload a database dictionary only
- Unload a record list
- Unload an individual record
- Unload records from multiple files
- Unload selected records from a file
- Update an export descriptor record
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:
- Go to Window > Preferences, and make sure that the Client side load/unload option is selected.
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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.
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From the record list, click the More Actions icon, and choose Export to Excel.
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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.
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:
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From the record list, click More and choose Export to Text File.
- Fill in the following fields.
Field Description Filename Type, 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 CSV Select this option to use the semicolon character as a field delimiter. Tab Select this option to use the tab character as a field delimiter. Asterisk Select this option to use the asterisk character as a field delimiter. Caret Select this option to use the caret character as a field delimiter. Other Select this option to use a designated character as a field delimiter. Type the character delimiter. - Open the Excel application, and then click Open.
- Select All files to see a list of all files in your directory.
- Select the new text file of the records list that you just created.
- 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.
- When you are done making your selections, click Finish.
- Click OK.
Your record list is imported into the Excel spreadsheet.
Related topics
Data maps
Exporting records
Export descriptor records
Unload files
Importing records
Purging and archiving records
Unload script utility
Master data records
Add an export descriptor record
Export a record list to a text file
Export a record list using an export description record
Export an individual record using an export descriptor record
Export selected records from a table using an export descriptor record
Schedule the exporting of records using an export descriptor record
Schedule the unloading of records
Unload a database dictionary only
Unload a record list
Unload an individual record
Unload records from multiple files
Unload selected records from a file
Update an export descriptor record