Exporting items to Microsoft Excel

You can export items from item lists to Microsoft Excel. For example, you may want to do this if you need to manipulate the data outside of Helix ALM or share it with people who do not have access to Helix ALM.

You can export from the following lists: Customers, Folders (only from the List tab), Issues, Requirement Documents, Requirements, Test Cases, Manual Test Runs, and Users.

Note:  If a field contains more data than displayed in the item list, the entire contents of the field are still exported. Images in multi-line text fields are not exported.

1. Make sure that the item list contains the columns and items you want to export. See Customizing item lists.

2. If you only want to export specific items, select the items. Otherwise, all items displayed in the list are exported.

If the list has multiple pages, all items on all pages are exported.

3. Click Actions and choose Export to Microsoft Excel.

A progress dialog box is displayed while the information is exported. The Excel file is downloaded or you are prompted to save it depending on the browser. You can then open the downloaded file in Excel.