To export all cases from a Knowledge Builder case list to a data extraction spreadsheet:

  1. Select the case list to be exported. There must be at least one case on the list.
  2. From the Case menu select ‘Export Cases to Excel’ and then select the ‘All cases’ option
  3. A file selector dialog is launched allowing you to create a name and select a folder for the spreadsheet
  4. Click ‘Save’ and an information dialog will appear informing you that the export will run in the background.

Note:

  • For a very large case list the export may take several minutes and you will be informed when it is complete.
  • There is a limit of about 10,000 rows for the exported data. (The limit is approximate because the last case to be included is included entirely, so the actual number of rows depends on the number of episodes in that case.) For larger data extractions, please contact PKS.
  • The spreadsheet will be in ‘Excel 2007’ format with a ‘.xlsx’ file extension.