Answered By: Kathryn FitzGerald
Last Updated: Dec 18, 2015     Views: 1320

SDC: Reporting on Search Results
How do I create reports from my search results in SDC Platinum?


You can create reports based on your search results in SDC.

Quick Display

  • Select Quick Display from the Utilities pull-down menu at the top right of the screen.
  • When viewing items in Quick Display you have the option to select various deals to report on.

To Run Custom Reports After Searches are Executed

  • Choose New Custom from the Report pull-down menu at the top left of the screen.
  • From the subsequent Report Items window that pops up, select items for your report; after selecting, click OK.
  • Arrange the layout of your spreadsheet by using the UP and DOWN arrows to place items in the preferred column order. Click OK.
  • A box will then appear saying “the width of this page is greater than 160 and will not print properly”.
  • Since you are downloading to Excel, the warning does not apply. Click NO.

  • Give the report a descriptive title and click OK.
  • Click Execute.
  • Your custom report will appear.
  • Save your report to Excel on the computer's desktop so you can e-mail it to yourself.
  • Save to the following path: C://Documents and Settings/hbsuser/Desktop.

Saving Search Strategy

  • Click on Session pull-down menu in the upper left corner, choose Save As and give the file a name.
  • This search can now be retrieved anytime by selecting Open Existing from the Session pull-down menu.