Export Data from a Case or a Content Source Entity
  1. Open the item you want to export data from.

  2. Select the Entities tab.

  3. Right-click in the Entities area or select the Options icon > Select Export Entities and Relationships.

  4. Select the required option in the Filter available list by field.

    The list contains the types of entities in the case you can access.

  5. Use the Select icon or double-click to select the entities you want to export.

  6. Select Next.

  7. Select the Prefix URN columns with Entity Type checkbox to prefix exported attributes with their type of entity.

    For example, Person_200_DOB.

    This makes it easier to identify different types of entities in the CSV file.

  8. Select the Show full attribute name checkbox to prefix any exported attribute with the full path from the top parent attribute.

    For example, Person\Physical Description\Tattoos\Body Location rather than just Body Location.

  9. Select the Browse button beside the File Directory field > Specify where you want to save the CSV file > Select OK.

  10. Enter a name for the CSV file in the Base file name field.

  11. Select the type of entity you want to see in the drop-down provided.

    The list contains the types of entities you selected under the Entity Selection tab.

    It also shows the types of related entities.

  12. Select an attribute of the selected type of entity to cancel its selection (X) or reselect it ü.

    Select Unselect all if you want most of the attributes excluded from the export.

  13. Select Export to CSVs when you've specified the attributes for all types of entities.

    Two CSV files will be saved to the folder location you specified:

    • One file will contain data for the entities exported.

    • The other will contain the relationship data for the entities exported.