Last Updated July 10th, 2017 by Christine McCarty

How to Export your data:

  1. Navigate to the the area you wish to Export Records from and click on that record type's dropdown in the nav menu. EX: On the work orders dashboard click the
    Work Orders dropdown.
  2. Select Import/Export and then either Export All or Export Workspace only
  3. Your Export will be automatically downloaded in .XLSX format.

Export All

Exports all records regardless of filters or other settings.

Export Workspace Only

Exports only what you can currently see based on workspace, filters, columns and search results.

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