1. From the Home menu, select Export.
2. Select a List type and Layout.
Use the List of dropdown menu to select the type of list you would like to Export.
Use the layout dropdown menu to select a layout for your list.
While the layout options vary by the type of list you are creating, they generally differ by the number of fields displayed on the list. For example, a Summary layout will display less fields that a Complete layout.
3. Apply Criteria to your list.
The Export Engine allows you to filter your results by attributes on related and asociated objects. For example, Coverage can be filtered by Product type. Use the criteria dropdown menus to select criteria and filter the information in your list.
The first criteria dropdown is general, while each dropdown to its right is increasingly specific. With the exception of dates, CBA will automatically filter the information in your list as you add criteria.
The buttons to the right of the criteria dropdown menus are used as follows:
Apply Criteria: allows you to apply a date that you have selected, e.g. a coverage active date. CBA will automatically apply all criteria, except for dates, so make sure to click this button if you are trying to filter by date.
Remove Criteria: removes the corresponding set of criteria.
Add Criteria: creates another set of criteria dropdown menus.
4. Review your list.
Review your list after you have added criteria. If it appears too broad, you can keep adding criteria; if it appears too narrrow, you can remove criteria.
Once you are satisfied with your list, you can export it into an Excel spreadsheet. You can also save the list for viewing at a later time or choose to work the list.
To export the list, click the Export Data icon in the lower right area of the Export window.
To save the list, click Save this list.
To begin working the list, click Work this list.