Once you’ve run a search, you can use the File Builder to download your search results. You can check individual records for downloading or download all records in your search results (subject to library per-file limits).
On the right side of the page choose Checked Records or All Records, then click Download Records. A new page view will be displayed, where you designate the file type – Table or Report.
Table Format
This format generates comma, tab, or fixed-length delimited files. Use the Table format if you want to be able to import your information into a general software application such as Excel, Access, or Word, or into a into a contact management system such as Act! or Goldmine.
1. Select one of the file structures: Summary – contains the most commonly used information fields; All Fields – contains all downloadable fields.
2. Choose the number of executives per firm that you want to include in your file.
3. If you selected All (as opposed to Checked Records) on the previous page, enter the range of records that you want to download (Library per-file range limits apply).
4. Optionally enter an email address. If you use this option, you will receive an email once the file has been built, with a link to access it.
5. Click Build File. A Confirmation Page will be displayed. If you did not enter an email address, wait on this page until your file has completed building.
Report Format
This format generates HTML or PDF files. Use this format if you are interested in viewing or printing reports, as opposed to importing data into other software applications.
1. Choose a format: HTML or PDF.
2. Select the Sort Order.
3. Select one of the report options shown. (To view a sample report, click the link next to it.)
4. If you selected All (as opposed to Checked Records) on the previous page, enter the range of records that you want to download (Library per-file range limits apply).
5. Optionally enter an email address. If you use this option, you will receive an email once the file has been built, with a link to access it.
6. Click Build File. A Confirmation Page will be displayed. If you did not enter an email address, wait on this page until your file has completed building.