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Creating Compliance Search Export Sets

You can create export sets in Compliance Search. Export sets are useful for preparing data or converting data to a uniform format.

Procedure

  1. In Compliance Search, do one of the following:
    • Perform a search.
    • Expand the left panel, and then click My Sets > Review Set > review_set.
  2. Click the check box next to the items that you want to add to the export set.
  3. Above the search bar, click Export To.
  4. Select the export format from the list.

    For information about export formats, see Format Options for Export Sets.

  5. In the Export To dialog box, in the Export Set list, click Create New.
  6. Type the name of export set in the Export Set Name box.

    Note: The following characters / \ : * ? " < > | @ ; & ^ () % # + are not allowed in the name of an export set.

  7. Optional: In the Description box, type the description.
  8. Click OK.

Last modified: 9/7/2018 3:39:22 PM