Export Status History Information
In Unite, you can export information from a status history grid to an Excel (.XLSX) file or a .PDF document. When you export status history, Unite only exports information showing on the grid. If you sorted or filtered any columns, only the information currently showing is included in the export file. The steps to export status history differ depending on whether you want to export person status history or export application status history.
To export person status history
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Open a browser and log on to Unite.
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On the main menu, click PEOPLE.
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Find and open the person record.
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You can find person records by performing a search, opening a view on the Search Results tab, or checking the Recents grid. Each person name is a hyperlink to open the record. |
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Click to expand the Person Status section.
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Click and expand the Person Status History section.
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On the grid toolbar, click to export the status history to an .XLSX file, or click to export the status history to a .PDF file.
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Open and save the export file.
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The steps to open and save an export file may vary depending on your browser settings for file downloads. |
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The export file does not include the name of the person for whom the status history applies. If you save the file, you may want to add the person’s name to the file name. If you print the file, you may want to write the person’s name on the printed document. |
- Click to close the person record.
To export application status history
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Open a browser and log on to Unite.
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On the main menu, click PEOPLE.
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Find and open the person record.
Note |
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You can find person records by performing a search, opening a view on the Search Results tab, or checking the Recents grid. Each person name is a hyperlink to open the record. |
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Click the tab for the application for which you want to export status history.
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Click to expand the Application Status section.
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Click and expand the Status History section.
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On the grid toolbar, click to export the status history to an .XLSX file, or click to export the status history to a .PDF file.
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Open and save the export file.
Note |
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The steps to open and save an export file may vary depending on your browser settings for file downloads. |
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The export file does not include the name of the person for whom the status history applies. If you save the file, you may want to add the person’s name to the file name. If you print the file, you may want to write the person’s name on the printed document. |
- Click to close the person record.