Copy or Export Records

Spreadsheet Server allows for copying or exporting records from various panels (for example, Drill Down, List Accounts, Local Cache, ResultsContainer, etc.). Copying and/or exporting options vary slightly for different functions; basic processing is the same, however.

1. From the Drill Down or List Accounts grid, select the desired record(s). To:
• Copy or export a single record: select the desired record.
• Copy or export select multiple records: press and hold the Ctrl key, as records are selected in the grid rows.
• Copy or export multiple records in a range: select the first record in the range, press and hold the Shift key, then, select the last record in the range.
• Copy or export all records in the grid, right-click and select Select All, or, click Options > Export > Select All.
2. Right-click and select the appropriate copy or export function, or, select the appropriate copy or export function from Options > Export.
• Copy to Clipboard: copies data to the Windows clipboard.
• Copy to Clipboard w/Headings: copies data including headings to the Windows clipboard.
• Copy to Excel (Simple): displays the Copy into Excel panel. See step 3.
• Copy to Excel with Layout: displays the Export to Excel panel (see Copy to Excel with Layout for more information).
• Export to CSV, PDF, RTF, or Excel (Full Format): opens Windows Explorer.
• Export to Excel: displays the Copy into Excel panel. See step 3.

3. If Copy to Excel (Simple) or Export to Excel was selected in the previous step, from the Copy into Excel panel, specify the following processing criteria:
• Include Headings: if selected, column headings are included in the copy.
• Select the appropriate radio button to indicate whether to copy to a worksheet, range, or table destination. If copying to a worksheet, enter the starting cell in which to place the data, and the target worksheet. If copying to a range or table, click the drop-down list to select the desired range or table.
4. Click OK. The system copies the data to the selected destination.

See List Accounts, List Accounts for a GXL Formula, View or Refresh Local Cache, and "Execute Query" in the Query Designer User Guide for more information.