Exporting Work Request Data

1. Select the appropriate Work Request module in the left sidebar. 

2. Click on Filter, then select X Remove all filters if you do not wish to narrow down your export.  Request history can also be filtered by a date range, building, assigned user, request type, and much more.

3. Click the Export icon to export your results as a CSV, Excel or PDF file. 

Exporting Schedule Request Data

1. Select Schedule Request module in the left sidebar.

2. Click on Filter, then select X Remove all filters.  Request history can also be filtered by a date range, building, assigned user, request type, and much more.

    • By removing all filters, you are allowing both current and completed schedule requests to be exported

3. Click the Export icon to export your results as a CSV or PDF file.

Exporting Planned Maintenance Task Data

1. Select Planned Maintenance module in the left sidebar.

2. Select either Instruction Sets, Tasks, or Occurrences tab at the top of the Planned Maintenance grid.

3. Click on Filter, then select X Remove all filters.  Request history can also be filtered by retired asks, a date range, building, assigned user, request type, and much more.

  • By removing all filters, you are allowing both current and completed PM requests to be exported

4. Click the Export icon to export your results as a CSV or PDF file.

Exporting Transportation Request Data

1. Select Transportation Request module in the left sidebar. 

2. Click on Filter, then select X Remove all filters.  Request history can also be filtered by a date range, building, assigned user, request type, and much more.

3. Click the Export icon to export your results as a CSV or PDF file. 

Exporting Equipment/Inventory/Resource Data

1. Select Equipment, Inventory, or Resource module in the left sidebar. 

2. Click on Filter, then select X Remove all filters. Data can also be filtered by location or type for specific data exporting.

3. Click the Export icon to export your results as a CSV or PDF file. 

Exporting Users & Contacts

1. Select the Users & Contacts module in the left sidebar. 

2. Click on Filter, then select X Remove all filters. Users can also be filtered by user type for specific data exporting.

 

3. Click the Export icon to export your results as a CSV or PDF file. 

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