Save Folder Data to a .CSV File

The list of folders and files displayed in right-hand panel of the main window can be save to a .csv spreadsheet compatible (comma separated) file.

To export a .csv file, ensure that the required data is displayed in the right-hand panel, and click Save on the Home menu.

You will then be prompted to enter a name and specify a location for the file.

The .csv file will contain data from each of the columns currently displayed in the right-hand panel. To add columns to the right-hand panel of the dialog, right-click on the headings and select the attribute from the menu that is then displayed.

A .csv file can also be exported for a specific set of data via the Search facility (see below).

Search

Overview

In Administrator, you can search for folders, templates and inquiries. This is particularly useful when items have been misplaced or incorrectly saved. You can also use the Search functionality to perform functions such as save, rename, delete, and export items, as well as create a spreadsheet with all results returned from the search.

To use the search functionality:

1. At the level you wish to search (such as everything under the ‘Documents’ folder), highlight that folder.
2. Either right-click and select Search or click the New Search button in the Ribbon.
3. This will open a new tab in the left-hand panel of Administrator called Search. Within the search panel you can define the search criteria that you wish to use by selecting the value from the Add Criteria drop-down and clicking on the + (add) button:

   

4. You can remove criteria from a search by clicking on the X (delete) button to the right of the defined field.
   1. You can also add the same criteria multiple times in order to search for more than one value. This approach will reduce the result set of a search, only showing the results where ALL criteria and values were met.
   2. When you have defined your criteria, click the Search button. The results of your search are displayed in the right-hand panel of the Search dialog.

      

   3. To save a search for reuse, click Save. Use the File Save dialog to name and locate where you want to place the search.
   4. To close the Search Panel, click Close. Alternatively, right-click on the tab header, and select Remove Tab Page:

      

Open a Saved Search

In order to open an existing search that you have saved in Administrator:

1. Navigate to the saved search within the Documents folder on the left-hand panel of Administrator. (If the file is not showing, you may need to click the Refresh button.)
2. In the right-hand panel, right-click on your saved search and then select Open.

3. The search will open a new Search tab:

   

4. You can now use the Search functionality as you normally would.

Export Search Results to Microsoft Excel

You can export any results within the right-hand panel to a .csv spreadsheet compatible file from within Administrator, allowing you enhanced management and maintenance of the repository.

1. Log into the repository if you are not logged in already.
2. Expand the nodes in the tree structure in the left panel as needed in order to view the desired results in the right panel.
3. Once you can view the results you wish to export, right-click within the right-hand panel.
4. Select Save List. You can then name, save and open the results within any spreadsheet application.

   

5. The File Save dialog allows you to name and locate where you want to save the results. Upon clicking Save, the file will automatically launch within Microsoft Excel (if installed).