Export a Case Series to Microsoft Excel

1. Create a new query using a QBE, a filter, or an advanced condition, or open a saved query from the Query library.
2. Click Execute to open the ACTIVE CASE SERIES page with the list of cases.
3. Make adjustments to the listing, if necessary. You can sort the list or enter search criteria to filter the list. The system retains the sorting and filtering order when you export the data to a Microsoft Excel file.
4. Click Export to Excel. The File Download dialog box opens and prompts you to open or save the Microsoft Excel file.
   • To open the Excel file and view the case series results, click Open.

   • To save the Excel file to your system, click Save.

     The system prompts for the location to save the file. Once the file is saved, you can open the file and view the case series results.

The Excel spreadsheet has two tabs:

• The Case Series tab provides information about each case in the case series, including the case number, report type, primary company product, primary event, seriousness criteria, and outcome.
• The Case Series Details tab provides information about the entire case series, including the name specified when the case series was saved, the total number of cases in the series, the description specified when the case series was saved, and the query criteria (in SQL-statement format) used to generate the case series.