Exporting Work Request Data
1. Select the appropriate Work Request module in the left sidebar.
2. Once in the appropriate module, click the Filter icon. Request history can be filtered by status, date range, building, assigned user, request type, and much more. Select Clear filter if you do not wish to narrow down your export.
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 the Filter icon. Request history can be filtered by status, date range, building, assigned user, request type, and much more. Select Clear filter if you do not wish to narrow down your export.
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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 the Tasks, Occurrences, or Instruction Sets tab at the top of the Planned Maintenance grid. Click on the Filter icon. Request history can be filtered by retired tasks, date ranges, building, assigned user, request type, and much more. Select Clear filter if you do not wish to narrow down your export.
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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 the Filter icon. Request history can be filtered by a date range, building, assigned user, request type, and much more. Select Clear filter if you do not wish to narrow down your export.
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 the Filter icon. Request history can be filtered by status, date range, building, assigned user, request type, and much more. Select Clear filter if you do not wish to narrow down your export.
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 the Filter icon. Users can be filtered by user type, status, building access and much more for specific data exporting. Select Clear filter if you do not wish to narrow down your export.
3. Click the Export icon to export your results as a CSV or PDF file.