Basic lists – spreadsheet

Intro

When you want to download a list offline, but you need to manipulate it on your computer, the Reports function on Broadstripes allows you to download a list as a spreadsheet (.xls or .csv). Once the information is in a spreadsheet, you can manipulate and edit it as you see fit.

Download a spreadsheet list

1. To download a list in spreadsheet format, start by running a search for the workers on your list. (Learn about running a search in the Search by workplace or Create and save a search articles.)
2. When your search results appear, click all to include all the displayed results in your spreadsheet list.

3. All contacts will be selected (indicated by a check next to their name). Uncheck any person you want to exclude from your list.
4. Once your contacts are selected, click the Reports menu and choose the spreadsheet format you want: either Spreadsheet (XLS) or Spreadsheet (CSV). Note that choosing CSV will not permit you to create multiple sheets within your document, unlike XLS format.

5. A Spreadsheet options window will open.

6. Give the file a Title and choose a Column Layout to determine which columns of data (fields) will be included in your printed list. (For more information about using layouts, see the Choose a layout or Create and save a layout articles.)
7. Choose additional options as needed:
   • Checking One row per contact will create one spreadsheet row for each contact; if a contact has multiple addresses they will each be listed together in the address column, separated by dashes (the same will happen for multiple employments or any other field that allows multiple values).
     • Leaving this unchecked will create a spreadsheet where multiple addresses are each on a separate row.
   • Checking Show Followers or Employees will create a spreadsheet row for each person (or organization), and additional rows for each of their followers (or employees).
8. Click Generate. This will create the spreadsheet “report” you can download.
9. You’ll see a message explaining that your spreadsheet report is being created and will download automatically.

10. To download your speadsheet, you have two choices:
1. You can stay on the current page and wait for the report’s download dialog to appear, asking you where you want to save your spreadsheet.

2. You can leave the current page and check in later to see if the report is ready. To check for the report later, click to the Reports link in the navigation panel. That link brings you to the Requested Reports page which lists the reports you’ve requested.
   

   Click the Reports link to display a list of reports.

11. Once you’ve downloaded your spreadsheet list, you can open and edit it just as you would any other .XLS or .CSV document.