Exporting a filtered business list

You can generate a filtered business list onscreen and export the report to Microsoft Excel. This method gives you the option to filter results by business name, business address, street range, or standard geography, such as city, state, and ZIP code.

Note:

Results are not limited to a particular study area, but include all records that are available in the database.

Steps:

1. On the Task Menu, click Create Business Lists.

   The Create Business Lists wizard opens.

2. Click Export Filtered Business List.

   The Create Business Lists wizard proceeds to step 1.

3. Select the desired database from the drop-down menu.
4. This is new.
5. Click Next.

   The Create Business Lists wizard proceeds to step 2. Here you will filter the businesses you want to include in the report.

6. Select the method by which businesses are classified from one of the following options:
   • All includes all businesses within the selected study area(s) will be included in the report. If you select All, proceed to step 7.
   • By NAICS applies the North American Industry Classification System (NAICS) that is used by business and government to classify and measure economic activity in Canada, Mexico, and the United States. If this option is selected, the report will only include businesses that match the selected NAICS codes.

     The NAICS was released in 1997 and has largely replaced the older Standard Industrial Classification (SIC) system. However, certain government departments and agencies, such as the U.S. Securities and Exchange Commission (SEC), still use the SIC codes.

     The NAICS numbering system is a six-digit code. The first five digits are generally (although not always strictly) the same in all three countries. The first two digits designate the largest business sector, the third digit designates the subsector, the fourth digit designates the industry group, and the last digit designates particular industries. The last digit designates national industries.

   • By SIC applies the Standard Industrial Classification (SIC) that is a United States government system for classifying industries by a four-digit code. If this option is selected, the report will only include businesses that match the selected SIC codes.

     Established in 1937, SIC is being supplemented by the six-digit NAICS.

   • OnSite Favorites contains a list of pre-defined popular search criteria, based on NAICS codes. If this option is selected, the report will only include businesses that match the NAICS codes contained within the pre-defined OnSite Favorite filter. If you select OnSite Favorites, proceed to step 7.
7. Select businesses to include from one of the following options:
   • Click a code range or category title to view subcategories. Select the desired business to include.
   • Enter a code or name in the search field and click Search. Double-click or drag the search result to the selected table.

   This step only applies if you have selected either By NAICS or By SIC.

8. Click Next.

   The Create Business Lists wizard proceeds to step 3. Here you will optionally define business attributes.

9. Define business attributes (Optional):

   Company name	Insert whole or partial companu names with an asterisk (*). When querying by companu name, the City, State, and Zip fields are optional. Note: The asterisk (*) acts as a wild card. The application queries businesses that contain the partial name in the full business name. For example Hom* may return a result for Home Depot. When using the wild card search feature, the partial name must contain at least three characters.
   City	Enter a specific city name. Note: The wild card feature does not work on this field.
   State	Enter a specific two-digit value for the state, such as CA or TX.
   Zip	Enter a specific five-digit value for the ZIP code.

   You can fill in any combination of fields to define your search.

10. Click Next.

    The Create Business Lists wizard proceeds to step 4. Search results display in a table based on the filter parameters selected in the previous steps. The maximum number of search results that can be returned is 2,000 records; however, the results may be less based on your OnSite Solution membership level.

11. Review the search results.

    Review the search results to see if the results match your query. If you are not satisfied with, click Back to change the query parameters.

12. Click Export to Excel.

    The results are exported to Microsoft Excel.

    Note:

    The query results are not saved to the Data Manager. Exporting the result to Excel lets you store a copy of the results to your local machine.

13. Click Next.

    A confirmation message appears to let you know the report order was submitted successfully and provides additional workflows you can explore.

14. Click one of the following:

    Run More Reports	This option returns you to the start panel for the Run Reports wizard. See Running reports.
    Additional Tasks	This option exits the Edit Preferences wizard and launches the Task Menu for additional options.
    Return to Map	This option exits the Edit Preferences wizard and launches the Task Menu for additional options.