How to Export your Bids or Suppliers to Excel - DLA/DIBBS

Overview

In this video, we’ll learn how to use Loocey’s Export feature, to export the records to CSV or Excel.

Step by step

The walkthrough covered in the video, written out so you can follow along inside Loocey.

1. How to Export All Records from a Table in Loocey
2. Exporting your records makes it easy to save, share, or work with your data outside of Loocey whenever you need it.
3. For this example, we’ll export data from the Bidding Board, but the same process applies to other tables as well.
4. To start, go to the Bidding Board, or open whichever table you’d like to export.
5. In the upper-right corner of the table, click the three-dot menu.
6. Then, click Export. You’ll see two options.
7. Current Page Data is selected by default. This option exports the records displayed on the current page, which is typically 50 records at a time.
8. After clicking Export, you can open the exported CSV file on your computer and confirm that it contains the records from the current page.
9. If you need to export the entire table, or only a specific range of records, open the export dialog again, select All Data.
10. By default, all records are selected. Click Export, and once the export is complete, open the CSV file on your computer to view the exported data.
11. If you only need a specific range of records, you can adjust the start and end row numbers to define exactly which records you want to export.
12. Once you’ve made your selection, click Export. The CSV file will be saved to your computer, where you can easily access, analyze, or share the data.
13. Please note that the All Data export option may not be available for certain tables, such as DLA RFQs.
14. The export is now complete. With just a few clicks, you can export the records you need from Loocey and continue working with your data outside the platform.

Where this fits

This tutorial covers the Platform, Team & Admin part of Loocey DLA. Loocey Core features underneath the DLA module: columns, views, assignments, exports and permissions.

• Loocey DLA Getting Started guide — account setup and the full bidding workflow
• Saved-search recipes — the exact column, condition and value for 20 common DLA searches
• DLA / DIBBS glossary — what every field on a solicitation means
• All Loocey DLA video tutorials