SERFF Filing Search & Export
Overview, Tips, & Tricks
Chris Bien
Business Analyst II
[email protected]
Agenda
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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:
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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?