Exporting a Saved Search
You can export the records found in a saved search to a Microsoft Excel (.xls) file. You must have permissions granted by the administrator to do this.
Exporting a Saved Search
| 1. | Within the Service Desk Console, open the workspace for which to export records. |
| 2. | From the toolbar, click Saved Searches. The list of saved searches appear. |
| 3. | Click Export next to the search criteria to export. You do not see the icons if your role does not have permissions. |
Saved Searches List Showing the Export Button
The Save As window appears.
| 4. | Click OK. The file is downloaded to your local computer. |
Giving Roles Permission to Export a Saved Search
Users with administrator rights can perform this procedure.
| 1. | Within the Configuration Console, open the Roles and Permissions workspace. The list of roles appears. |
| 2. | Select the role to have export permissions. The Role Details page appears. |
| 3. | Select the System Permissions tab. |
| 4. | At the bottom of the page, check Allow Excel download from Saved Searches. |
The users for that role see the export icons on the Saved Search page after they refresh or login again.