Dragging and Dropping SYSTOC Data into Excel

The step-by-step process described in this article is an alternative technique that may be particularly effective for moving data into Microsoft Excel. Technically-savvy users can further export from Excel to Microsoft Access, Word, or even Outlook address books. Please note that SYSTOC users with Citrix connections, and those who have their data system hosted by UL EHS Sustainability, may not be able to use the technique explained here.

1. Search for the data you want to export on the applicable SYSTOC screen. (For example, if you want to export Patient demographic information, search on the Patient Summary screen.) Click the Retrieve+ button until it is dim, indicating you have pulled all the results into the search results grid.
   
   

   

   
   
2. Once you have retrieved all the records you want to export, launch Excel and minimize it to your taskbar.
3. Now, back in SYSTOC, click on the header of the first column at the top of the grid (labeled “Rec.”) that contains the record numbers of your search results. This action will select every record in the grid and place a blue arrow in front of each one.
4. Next, move the cursor to the first result cell in the grid. (In the example, this is the cell that has the word Behr in it.) Move the mouse to the upper left hand corner of this actual cell, until you see a very small plus sign (“+”) next to your mouse cursor, as shown below.
   
   

   

   
   
5. Once you see the plus sign next to your cursor, click and hold down your left mouse button. Do not let go! Move your cursor down to your taskbar along the bottom of your screen (keeping your mouse button depressed). When you drag the cursor over the minimized Excel tab, Excel will open up to the forefront of your screen.
6. Now, with the left mouse button still depressed, move your cursor up into cell A1 of the blank Excel spreadsheet. Release the left mouse button once you arrive there. This pulls the highlighted data from SYSTOC into Excel.
   
   

   

   
   
7. Save this new Excel spreadsheet, and the export is complete!