The dataport is on the Administrator Tab and it is good at bulk creation or bulk import/export of records between datasets. If you are just wanting lists then I recommend you try a right click "send to" "Copy to Clipboard" you can manage what metadata you want by Formatting columns and then paste into Excel. Do you data analysis in Excel and then copy your Record Number column into The Records Work Tray

Thanks  Lirazel01 for your suggestions. I have large records and document list which I need to match in CM and do a bulk export along with metadata. 

Exporting each record metadata by right click and copying will be difficult with large list of records and documents. Any other suggestions. Thanks. 

You can tag all and do the right click send to Clipboard you don't have to do one record at a time

Thanks Lirazel for your reply.  

I am able to export the metadata, but also need to export documents (approximately 50K) . 

I have a search criterion to search the record titles, uri, customer id.  I am unable to create the saved search with these three. Any suggestions on how to create a saved search which accepts my 50K list. 

My goal is to export the matching records for this search using data port. 

Thanks Lirazel for your reply.  

I am able to export the metadata, but also need to export documents (approximately 50K) . 

I have a search criterion to search the record titles, uri, customer id.  I am unable to create the saved search with these three. Any suggestions on how to create a saved search which accepts my 50K list. 

My goal is to export the matching records for this search using data port. 

Hi Arjun,

DataPort is able to export records (including electronic attachments) based on your Saved Search.

Once you have created a search that encompasses your records, save it as a Saved Search

Once your search is setup then open Dataport:

Data Direction -> Export

Under Settings pick a directory that the 50k documents can be extracted into
I tend to prefer DatabaseID and RecordURI for the name so the total path characters is smaller in length

Under Export Properties the 'Source' will be a Saved Search, then select your Saved Search for the 50K list

And then under Property List select any Additional Properties that you want to export.

You should have both an Export File which contains the metadata as well as the documents now existing in the directory picked above titled based on the selected drop down.

-Scotty