Export the Candidate List

After adding patrons to a Candidate List, the list can be exported to various file formats.

Use the following procedure to export a Candidate List from the Candidates tab of the Automatic Assignments page:

1.  Select Automatic Assignment from the Assignment section of the Patron menu. The List of Assignment Batches grid is displayed in the Search tab on the Automatic Assignment page.

2.  If necessary, search for an assignment batch.

3.  Click Select on the desired assignment batch, and then select the Candidates tab.

4.  In the Assignment Candidates grid, click the Export to button to display the following options:

     Click Export to CSV to save the Candidates List as a CSV text file, with each field separated by a comma. This file is viewable in a spreadsheet program or a text editor.

     Click Export to Excel to save the Candidates List as a Microsoft Excel file.

     Click Export to Word to save the Candidates List as a Microsoft Word file.

     Click Export to PDF to save the Candidates List as an Adobe PDF file.