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Export Search Results

Search results obtained from the Finder Tool can be exported to Excel as records and referenced at a later time. Follow the steps in this lesson to obtain a copy of search results in Excel format.

Click on the [Find] button in the main toolbar.

In the "Finder Tool" dialog, enter your search criteria.

  1. For an example of searching for an e-mail, view the lesson Search for E-mail Messages.

  2. For an example of searching for a note, view the lesson Search for Notes.

  3. For an example of searching for web chat information, view the lesson Search for Live Chat Information.

Click the [Preview] button to generate the search list in the preview pane (appears in the lower part of the Finder Tool window).
Click the [Export] button to export results to an Excel file.



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