Edit and export search results (lists)

Search results often require optimisation, depending on how they are used:
Examples:
- An additional column with important information is needed
- The list should not be sorted by record number in ascending order, but alphabetically by name
- Search results without an email address should be removed
- A column needs to be hidden
- The search result need to be exported to an Excel file

Columns can be shown and hidden in the edit mode, the order / sorting can be changed and column headings can be renamed. The changes can then be exported to Excel and saved as a new list in Bp Event (or discarded).

Insert further columns

Example: Open a list of accounts using the account search and add the date and user of the last edit to the list.

1. Open a list of accounts using the account search.
2. Right-click in the list and select  Edit view >  Add column >  Fields.
3. Select the information you want such as Last change date and Last change user name by holding down the Ctrl key and left-clicking, then Confirm your selection.
   Note: To find the fields more quickly, use the matchcode search in the search window.
   -> The asterisk (*) at the top of the window title in front of the list name *Account list indicates that you are working in edit mode.

Change the column sequence, column titles and hide columns

1. To change the column order, right-click in the list and select  Edit display>  Column order/title. Change the column order using drag-and-drop.
   Note: The column title can be customised (overwritten).
2. To remove columns, drag-and-drop these columns into the right-hand table Hidden columns.
3. Confirm your input by clicking OK.

Remove individual search results from the list

1. Select the rows to be removed from the results list (Ctrl and left-click for multiple selection).
2. Right-click in the list to open the context menu and select  Remove selected records. The search result is reduced by the selected lines.
   Alternatively, restrict the search result to the selected rows by clicking  Display selected records.

Change the sort order

By default, a search results (list) are sorted according to a predefined criterion
Example: Addresses alphabetically by surname, events by date

Lists can also be reorganised without editing mode.

1. To reorder a list, click on a column header.
   Note: Text is sorted alphabetically with just one click, numbers are sorted chronologically
2. Click on the column header again to sort in reverse order.

Save the new list in Bp Event

Lists created in edit mode are automatically discarded when the database is closed.

1. Right-click in the list and select  Edit view >  Save as new list.
2. Enter a unique Name for the list.
3.  Save your input by clicking on the icon in the top left-hand corner of the input window.
4. To save the new list as a user-specific standard list, click on  Lists >  Set as default in the toolbar of the list of accounts.

Export the search result to Excel

A search result (list) can easily be exported to Excel.
Example: Marketing requires a specific address list for a newsletter campaign 

1. Find a list of accounts using the account search.
2. If necessary, make changes to the search result as described above.
3. To export this list to Excel, click on  >  Export >  Excel in the toolbar. Excel opens with all the information in the list.