This is available on the web only.

  1. To get to the Export Data section you can choose from the 2 options below

    1. Go to the Reporting tab then click on Export Data > header

    2. Click on your Profile at the bottom left corner then go to the Export Data tab

  2. Select one of the following tabs:

    1. Export Work Order List - Export Work Order data as a PDF/CSV(Excel) file

      1. Filter date range of data based on Start Date & End Date

      2. You can choose which work orders to include in this date range

        1. Planned or Created

        2. Due

        3. Completed

      3. You can include or exclude Procedures on this extract

      4. You can use the filters below:

        1. Due Date - Filter Overdue or No Due Date

        2. Work Order Type - Filter Only Reactive or Only Repeatable

        3. Categories - Filter based on created categories

        4. Status - Filter based on the Status of the work orders (Open, On Hold, In Progress & Done)

        5. Priority - Filter based on work order priority (None, Low, Medium & High)

        6. Assignee - Filter based on selected assignee

        7. Teams - Filter based on selected teams

        8. Assets - Filter based on selected assets

        9. Asset Types - Filter based on selected asset types

        10. Locations - Filter based on selected locations

        11. Vendors - Filter based on selected Vendors

      5. Once done with all the specifications of the data extract click on Export

    2. Assets - Export asset list as a CSV(Excel) file

      1. You can now use the filter function

    3. Locations - Export locations list as a CSV(Excel) file

    4. Parts - Export parts list as a CSV(Excel) file

      1. You can choose to include only Parts that need to be restocked

    5. Part Transactions - Export part transactions list as a CSV(Excel) file

      1. You can also filter the date range of data based on Start Date & End Date

    6. Meters - Export meter list as a CSV(Excel) file

    7. Time & Cost Tracking - Export Time & Cost Tracking data grouped by user

      1. You can also filter the date range of data based on Start Date & End Date

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