Exporting Data from the Grid
'The grid' is the area in which the search results will display. There is a grid on virtually every screen in the system and are laid out in similar fashion.
To export this data to Excel or PDF, hover over Tools and select the appropriate Export option.
A confirmation message at the bottom of the screen will appear. Click Open, Save/Save As (in the Save dropdown), or Cancel.
The grid will then be exported to Excel or Adobe, and can be saved locally or modified as needed.