Exporting Data
Export your complete data set for backup, migration, or offline analysis.
Navigate to Options > Export All.
Full Export
| Export | Contents |
|---|---|
| Export Data | All records — assets, service records, people, and vendors — as a downloadable archive |
| Export Files | All file attachments (documents, photos, and other uploaded files) as a downloadable archive |
Click Export Data or Export Files, wait for the archive to generate, then click Download. The table shows the date of the last export and the file size. A full export can be run once per day.
List Exports
You can also export any list view to a spreadsheet by clicking the Export button in the toolbar on the Assets, People, or Vendors list.