17.3 Exporting Cases

For all roles, ECM enables you to export data in Excel and CSV formats where you can then review and edit the data as necessary. The Excel function exports all records available on the list.

This Export functionality is available as follows within the Enterprise Case Management UI:

• Case List page: displays in the Case List section
• Relationship tab: displays in the Related Cases, Related Events sections
• Audit History: displays in the Audit History List section.

Exporting

To export a case list or case details, follow these steps:

1. Navigate to any one of the above-mentioned sections. Click the Export icon.
2. Select Excel or CSV from the drop-down list. The selected file is downloaded in your system.
3. Open the file and view the details.

   Note:

   The number of records to be exported in the Case List Grid can be configured. For more information, see the Exporting Cases section in Admin Guide.