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.
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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.
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Once you have retrieved all the
records you want to export, launch Excel and minimize it to your taskbar.
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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.
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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.
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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.
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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.
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Save this new Excel spreadsheet, and
the export is complete!