Each “Search” page for a process item has a corresponding “Export Results to Excel” feature that will export the metadata for the process items in the search results to a CSV-formatted file on the user’s local computer. This option provides a simple interface for exporting a significant amount of the metadata for each type of process item.
Instructions
To export the basic metadata for a particular type of process item:
Click the “Search for <item-type>” link in the navigation menu
Enter the desired search criteria
Click the “Search” button
Click the “Export Results to Excel” link
Click the “Export Results to Excel” button
Example Output
On Microsoft Windows, the default behavior is for the generated export file to be saved in your “downloads” folder. Files in CSV format do not retain formatting when saved and reopened. If you want to format the columns, you can open the .csv file and save it as an Excel Workbook (.xlsx file).