You can export information from HCL®
Marketing Operations to
an Excel spreadsheet for programs, projects, and project requests.
About this task
When you export list pages for programs, projects, tasks,
and marketing objects, all the items in the list are exported, even
if the list spans multiple pages.
Note: You cannot export the
Tracking, People, Attachment, Workflow, Budget, or Analysis tabs to
Excel.
Procedure
- You can export information for a single object or for a
list of objects.
- To export information to Excel for a single object, go to Summary
or custom tab of the object.
- To export a list of objects to Excel, click Operations >
Programs or Operations > Projects and
open the view that you want to export.
- Click Print () and select Export from
the menu.
A window displays, asking whether to
Open or Save the file that will be exported. If you are exporting
a list, Marketing Operations prints
information about all the objects in the current view of the list
page.
- You can either open the item in Excel, or save it to disk.
- Click Open to launch Excel. The information
that you exported displays on the spreadsheet.
- Click Save to save the file. You can then
open the Excel spreadsheet, displaying summary information about the
object or list of objects.