Enhanced Grid Options Setting - Export Data

The Grid Options Setting provides tools to manage and share your grid views within e-manage|ONE. These options allow you to:

• Print a grid

• Export a grid to Microsoft Excel

• Export a grid layout to share with others

• Import a grid layout from another user

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Print / Export Grid

To print or export a grid, you will need to expand the panel by clicking the small arrown on the right hand side, click the Settings COG (gear icon) in the top left of the grid, then choose:

• Print Grid – Opens a print preview of the current grid view

• Export to Excel – Downloads the current grid view as an Excel file

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Export Layout to XML

Use this option to share your custom grid layout with another e-manage|ONE user—especially helpful for users outside of your database (e.g., another company using e-manage|ONE).

Steps:

1. Click Export Layout to XML

2. Browse to a location on your computer to save the file

3. Give the file a recognizable name and save it

4. Email the file to the other e-manage|ONE user

They can then import your layout using the steps below.

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Import Layout from XML

Use this option when you receive a grid layout file from another e-manage|ONE user.

Steps:

1. Click Import Layout from XML

2. Browse for the XML layout file you were sent

3. Double-click the file to load the layout

4. Click Save to save the layout for future use

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