Exporting Case Lists

When you are managing hundreds of cases and need to share it with your team or provide a report to your boss of ongoing searches, and track legal holds, you can quickly export a list of cases to a Microsoft Excel spreadsheet in .csv format. This kind of list is very useful for managing the progress of searches. On the Case dashboard, select the Case tab. Click the CSV icon. Double-click the downloaded file to view its contents.

How to Export Cases

  • In the Case Overview toolbar, select the Case Management tab to open.
  • Click CSV.
  • You are prompted to open or to save the file. The case is downloaded to your computer.
  • Double-click the downloaded file to view its contents.