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Searching › Search Results Export › How Exporting Search Results Works

How Exporting Search Results Works

When you export search results to a CSV file, the process uses the following general steps:

  1. The user defines a new search and exports the results; or the user accesses an existing saved search and schedules the export.
  2. The search processes and the results include the current data.

    Note: The results for a scheduled search and export only include the results found by the current search and export. If you change the search or any part of the export criteria, you will not see the new search results until the next time the search and export process runs. For example, if you change the Export Format from CSV File with Column Headers to Database View or you change the Frequency of the Export Schedule, you do not see those changes in the current search and export.

  3. The search results data is saved to a CSV file. The column heading labels in the CSV file (if requested with the export) match the column heading labels from the search results. If the user configured the default column heading labels in the search results, the configured labels are included in the CSV file.
  4. An email notification is sent to the users assigned to the search. The email includes a link to the CSV file.

When you export search results to a database view, the process uses the following general steps:

  1. The user accesses an existing saved search and schedules the export.
  2. The search processes and the database view is exported. The column heading labels in the database view match the column heading labels from the search results. If the user configured the default column heading labels in the search results, the configured labels are included in the database view.

    Note: The results for a scheduled search and export only include the results found by the current search and export. If you change the search or any part of the export criteria, you will not see the new search results until the next time the search and export process runs. For example, if you change the Export Format from CSV File with Column Headers to Database View or you change the Frequency of the Export Schedule, you do not see those changes in the current search and export.

  3. An email notification is sent to the users assigned to the search. The email specifies the name of the database view.