In Concordance, you can export record data from the Table view to Microsoft Excel, CaseMap, and Equivio. The export feature is a great tool for making custom reports, as well as contact and mailing lists. In order to export to Microsoft Excel, CaseMap or Equivio, the software you are exporting to must be installed on your computer.
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If you want to export data to Microsoft Word, you can simply copy and paste data from Concordance to Microsoft Word. |
Exporting to Microsoft Excel
When you export data from the Table view to Microsoft Excel, Concordance exports data from the records you select in the Table view. The fields and field order currently displayed in the Table view determine which field data is exported for the selected records and the order of the fields exported to Microsoft Excel. Before exporting, you can run a search to display the records you want to export in the Table view, and modify the table layout to define the fields and field order you want to include in the export.
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Microsoft Excel has capacity limitations, especially older versions of Excel. Please verify the capacity available for your Excel version before exporting. |
1.Run a search to locate the records you want to include in the export to Microsoft Excel.
2.In the Table view, adjust your table layout to include the fields and field order you want to export to Microsoft Excel.
3.In the Table view, select the records you want to export. You can export multiple adjacent records and non-adjacent records.
4.Right-click in the Table View, select Send To, and then click Excel. Microsoft Excel automatically launches and displays your exported Concordance data in the field order you selected.
Exporting Numerical Data
When you export numerical data from Concordance to Microsoft Excel, if the field value begins with leading zeros, the leading zeros are trimmed from the field value. For example, if you are exporting the BEGNO field value 00020177, the value is exported to Excel as 20177. To keep record numbering consistent with Concordance data, you need to add the leading zeros back onto the applicable field data in Microsoft Excel. See, Microsoft Excel documentation.
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Numerical field values starting with alphabetical prefixes are not affected when exporting to Microsoft Excel. |
Only the field data that is displayed in the Table view is exported. Field data is exported in the order that is displayed in the Table view, based on the selected table layout. You can use custom table layouts to determine the field data and order of field data exported to another application.
Exporting to CaseMap
When you export table data to CaseMap from the Table view, all of the records listed in the Table view are exported to CaseMap.
1.In Concordance, run a search to locate the records you want to include in the export to CaseMap.
2.In the Table view, right-click the records, select Send To, select CaseMap, and then click Send all documents in query.
3.A message displays indicating that CaseMap does not support Unicode and we will only send single-byte (Ascii) text to them. Press OK if you want to continue.
4.Click OK to continue. Clicking OK opens the Completed dialog.
5.Click the Continue button. The Bulk Send to CaseMap wizard in CaseMap opens. For more information about exporting Concordance data to CaseMap and using CaseMap's Bulk Send to CaseMap wizard, see the CaseMap documentation.