Product: SegmentOmatic
Description: How to export grid to excel
Environment: All
Version: All

Answer:

The grid may be exported to excel from different levels of detail.

The format of the file is XML spreadsheet and the file will have an .xml extension.

Export Grid to Excel

In the left pane, right click on a node to export its segments grid (right pane) and the appeals grid to an excel file.

Export Node and Siblings

In the left pane, right click on a node to export its segment grid and the segment grids of all other nodes at the same level, plus the appeals grid to an excel file.

Export List View

In the right pane, either while viewing the lowest node or when using list view, right click and select Export to export constituent details plus the appeals grid and a count per segment to an excel file.


For additional information regarding SegmentOmatic, please review the SegmentOmatic User Guide.