Exporting Records

About

The SAM front-end allows users to export records directly from the main record display table to a CSV spreadsheet. This method can be used as a way to export one to many records after moving those records to the persistent select menu. To locate a pertinent record subset to export, the main record display table can be modified by clicking a record type, selecting a list, sorting a column, or by running a search query.

Instructions

 


Step 1

First load the record display table by selecting a record type and optionally running a search query or selecting a list. You can ctrl-click to select one to many records. Optionally, you can click on the Select All button to select all records within the view. The Select All button will only select all records that are currently visible. You can expand the number of records loaded in the table by clicking on the Show X Entries at the bottom left corner of the table.

Step 2

hit the Select button located in the left side record toolbar to move the records over to the persistent Selected menu.

Step 3

The Selected button located in the right side record toolbar will now be populated with a badge number. This badge number indicates the number of records in the persistent select menu. Click Selected to view the selected dropdown; in this dropdown click on the Export button. After you hit Export, your browser will download a spreadsheet file of the record export.