Export Queries

From the Queries tab of the information library, you can create an export process based on a query to export its results for use in another software application. You can also download a query's results as a comma-separated values (*.csv) file or spreadsheet, such as for use in Microsoft Excel.

  1. From Analysis, select Information library. The information library appears.

  2. On the Queries tab, select the double arrows to expand the row of the query with the results to export and select Create, Export. The Create export process screen appears.

  3. Enter a unique name and description to help identify the export process.

  4. To restrict the export process to a specific site at your organization, in the Site field, select the site to use the process.

  5. Select Save. The Export page appears, where you manage the export process. For information, refer to Export Process Status Page.

  1. From Analysis, select Information library. The information library appears.

  2. On the Queries tab, select the name of the query with the results to download. The query results page appears.

  3. Under Results, select Export and select the format of the file to download.

    • To manage the results in a comma-separated values file, select Download to CSV.

    • To manage the results in a spreadsheet file, such as for Microsoft Excel, select Download to XLSX.

  4. Open or save the file as necessary.