XLS Data View Page

To display document or report search results in an Excel worksheet, on the Document List or Report List page, click clip0020 on the toolbar, in the upper left corner of the page.

In the dialog box, select either the Open with Microsoft Excel option, or the Save File option, and click OK.

Note. Click Cancel, if you want to further customize the list and specify visible fields on the XLS Data View page.

The XLS Data View page allows you to display one or several xls-tables in an Excel worksheet, for online documents only. If selected documents have different document types, a table will not be displayed.

On the XLS Data View page, you can customize the list and specify which fields should be visible.

The XLS Data View page contains the following items:

Views toolbar in the upper left corner of the XLS Data View page is the same as the one available on the Document List or Report List page. It contains the following icons:
Customize: Click the heading to open a hidden section, allowing you to select a report model, sort, template, defined filter, and conjunction with dynamic filter (AND or OR), as well as to specify dynamic filters. For information on how to specify a dynamic filter, see Specifying dynamic filter.
Auto-filter: Select this check box to allow controls in the Excel worksheet to filter data based on the provided values in the spreadsheet.
Use XLSX Excel spreadsheet format: Select this check box, to use the XLSX format for Excel output.
Visible Fields: Click the heading to open a hidden section, allowing you to select table columns to be displayed. To display a column in the table, select the check box by its name. To hide a column, clear the check box by its name.
Execute Export: Click this button to apply the changes made in the Customize and Visible Fields sections. A dialog box will appear, where you can select either the Open with Microsoft Excel option, or the Save File option. Then click OK.