Searching and Exporting Search Results

From the Manage Users, Manage Approvers, Manage Accounts, or View Requests pages, administrators can search for specific user information, and export the results of a search to a Microsoft Excel file, resulting in a list of users, approvers, or accounts.

  1. On the Home page, under Administration, click Manage Other Users, Manage Others' Accounts, Manage Approvers, or View All Requests.

  2. Use the Filter Options to find the users or accounts as follows:

  1. Click Export Search Results.

  2. The File Download dialog box appears, asking you if you want to save the Excel file. Click Open to open the file or Save to save it.

Once the information is in an Excel spreadsheet, you will probably have to format the fields to suit your presentation needs and to present some of the data correctly. Consult the Excel Help system for information on formatting fields.