Create a Spreadsheet of Workers Found by a Search

This topic explains how to create a comma-separated values (CSV) file of search results, which can be read by a spreadsheet such as Microsoft Excel. The search is performed using the Worker Flexible Search feature.

To find workers meeting search criteria and save the results to a CSV file:

1. Go to ELECTION WORKERS > Worker Flexible Search.

Note: On the Worker Flexible Search dialog, if you have run other searches during this session of Worker Flexible Search, it's a good idea to begin by clicking Clear to reset your previous selections to the default values.

2. On the Worker Flexible Search dialog, specify the search criteria for the workers you want to collect in the spreadsheet. Click Search. Voter Focus will find the workers meeting the search criteria and list them on the Search Results tab. The merge data file that you create as part of this process (explained below) will contain the information shown here.
3. Click Export/Merge. You will be asked if you want to include school or election-assignment information for these workers. Answer Yes or No, according to what you need.
4. In response to the question Would you like to use this as a Microsoft Word Merge datasource?, click No.
5. On the Windows Save dialog, name the CSV file and click Save to export the results to the file.
6. The program will work through the Search Results list, exporting them to the CSV file. When this process is complete, you will see the message Export Completed.
7. Run your spreadsheet application and open the CSV file.