Copying User Data to a Table

You can use the “Copy Data to Table� feature to download all users from an account into an application such as Excel.

The feature copies to a table the user data that displays on the User Profiles - User List page. You can view the data in the table or save the data to a CSV text file on your computer. With either method, you can copy the data from the table and paste it into another application, such as Excel.

Note: Be sure to set the required Internet Explorer options so you can successfully use this feature with IE. See “Setting Internet Explorer (IE) Options for Copy Data to Tableâ€� .

If you do not set the IE options, you may experience inconsistent behavior when you use this feature. Sometimes the data table will appear and sometimes the page may flash momentarily, but there is no indication that your setting is not correct except that the table will not display.

To copy the user data

1	Click Account > User Profiles.

The User Profiles - User List page, displaying a list of all users for the account.

2	On the User List page, click Copy Data to Table.

Note: User data is copied for all pages regardless of the page that displays.

One of the following occurs:

A table opens displaying the user data. Go to Step 4 (you can skip Step 3 unless the File Download dialog box opens).

The File Download dialog box opens asking if you want to open the file or save it to your computer.

Note: The File Download dialog box will always open unless you deselect the Always ask before opening this type of file check box. This prevents the “Do you want to open or save this fileâ€� question from being asked every time you want to copy data to a table. Continue with Step 3.

3	Do one of the following:

Open - To display the Product data in a table format, click Open. Go to Step 4.

Save - To save the file as a CSV text file that you can open later in Microsoft Excel, click Save. The Save As dialog box opens.

Do all of the following:

Navigate to the location where you want to save the file.

In the File name box, enter a name for the file. The file name should have a .csv extension. For example, MensShirts.csv

Click Save. The file is saved to the location you selected.

Cancel - To cancel your action, click Cancel.

4	Once the table is open, you can select rows and columns of Product data to copy. When you want to close the table, click the X in the upper right corner of the window.

If you modified the table, a dialog box appears when you close the window and asks if you want to save your changes.

To save your changes, click Yes. The Save As dialog box opens.

Do all of the following:

Navigate to the location where you want to save the file.

In the File name box, enter a name for the file. The file name should have a .csv extension. For example, MensShirts.csv

Click Save. The file is saved to the location you selected.

21.2 release. Online Help last updated March 6, 2021 OpenText Active Catalogue Browser Interface User Guide for Vendors PDF

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