Search and Export - E
SERFF Filing Search & Export Overview, Tips, & Tricks Chris Bien Business Analyst II serffhelp@naic.org Agenda • • • • • • • • • • Objectives Tracking Number Search Filing Search Search Performance Tips Saving Searches Export Tools Data Hosters Excel Tips & Tricks Resources Q&A Objectives By the end of this session, you should be able to: • • • • • • • • Perform tracking number searches Perform searches using the filing search page Use search tips to improve wait times for search results Save searches on the filing search page Perform a quick and full export Filter and sort in Excel Create a pivot table in Excel Create a basic macro in Excel Tracking Number Search Filing Search (State) Filing Search (Industry) Search Performance Tips • Use date range fields • Limit the use of wild cards in multiple search fields • Narrow search results by entering as much information as possible initially in order to avoid performing multiple related searches Saving Searches Export Tools (State) – Quick Export Export Tools (State) – Full Export Data Hosters (Industry) www.serff.com/remote_hosting.htm Data Hosters (Industry) • Off-Site Electronic Storage • Disaster Recovery/Back-up • Canned Reports • Export capabilities • Paper Tracking Billing Export Excel Tips & Tricks Excel Tips & Tricks Excel Tips & Tricks Excel Tips & Tricks External Excel Resources chandoo.org mrexcel.com spreadsheetpage.com contextures.com https://faculty.fuqua.duke.edu/~pecklund/Exc elReview/ExcelReview.htm – Duke University blogs.office.com/excel – Microsoft Excel Blog Questions?
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