How do I export data from the imaging system to an Excel spreadsheet?

  1. Login to Perceptive Content using your NinerNET credentials
     
  2. Go to the Documents view or Workflow queue view that contains the information you want to download/export
    Workflow queue grid

    NOTE:  To revise the columns included in your export file, refer to the How do I add columns to the grid view in the imaging system? FAQ.
  3. Using the Shift and/or Control keys, select documents you want to include in your export 
    NOTE:  The Control key selects a single document at a time while the Shift key selects consecutive documents simultaneously

  4. Right click on the grid (the document listing part of the screen), and select Export Grid from the menu
    select Export Grid
     
  5. Navigate to the desired file location and then enter file name and click the Save button
    Save button
     
  6. Navigate to the saved file location in the File Explorer window and open the document in Excel by double clicking the document
     
  7. Expand columns and adjust formatting, as desired