Exporting Covered Entity Search Results

After generating a list of covered entities that match your search criteria and sorting and filtering the data, you can export the covered entity data to an Excel spreadsheet.

screen shot of Participant Covered Entity search export field picker page showing fields selected for export

Covered Entity Search Results Export Controls
Control Description

Export Individual Covered Entities

  1. Select the checkboxes for individual covered entities. The selected rows will be highlighted. You may select entities from multiple pages.

    To select multiple rows, hold the Ctrl key while clicking the checkboxes. To select a range of contiguous rows, hold the Shift key while clicking the checkboxes for the first and last rows.

  2. Click the Export Selected button. The Covered Entity Export Options page will be displayed.

Export All Covered Entities on the Current Page

  1. Select the All checkbox in the table header. All rows on the current page will be highlighted.

  2. Click the Export Selected button. The Covered Entity Export Options page will be displayed.

Export All Covered Entity Search Results

  1. Click the Export All button. The Covered Entity Export Options page will be displayed.

Covered Entity Export Options

The Covered Entity Export Options page enables you to specify the data fields that will be included in the export.

  1. Check the boxes in each field group to select the data to be exported.

    • If all of the data in all of the available fields is to be exported, check the Select/Deselect All box. Unchecking this box will deselect all the selected fields.
    • If all of the data in all of the available fields within a field group is to be exported, check the box next to a field group heading. Individual fields can then be deselected. Unchecking this box will deselect all of the selected fields in the field group.
    • Check individual boxes to select only specific items for export.

    screen shot of Participant Covered Entity search export field picker page showing fields selected for export

  2. Sections marked with a warning icon indicate that the fields under these sections may contain multiple values. When fields from these sections are selected for export, the values will be exported to a separate worksheet in the exported Excel spreadsheet. Each separate worksheet will contain a fixed set of identifying covered entity fields and the fields selected from the various sections that can contain multiple values.

  3. When finished selecting fields of the data to be exported, click either of the Export buttons.
  4. A progress window is displayed while the export is being prepared. Click the Cancel button if you want to cancel the export before it finishes.

    screen shot of search export progress window

  5. A message window displays when the export is completed and a dialog box will prompt you to open the file or save it for later. If you chose to open it, the exported data is displayed in an Excel spreadsheet.

    screen shot of Export Preparation Completed message

    • Click the Download button if you need to download the file again.
    • Click the Cancel button to cancel the download and return to the search results page.
    • Click the Return to Search Page button to return to your search results page.
  6. A message window displays when the export is completed and your browser will display a dialog box to prompt you to open the file or save it for later. If you chose to open it, the exported data is displayed in an Excel spreadsheet.

    Example of Covered Entity search export