Skip to main content

Exporting Data

Export your complete data set for backup, migration, or offline analysis.

Accessing the Export Tool

Navigate to Admin > Options, then select Export in the sidebar.

Export Options

The export page provides two options:

ExportContents
Export DataAll records — assets, service records, people, and vendors — as a downloadable archive
Export FilesAll file attachments (documents, photos, and other uploaded files) as a downloadable archive

Running an Export

  1. Click Export Data or Export Files.
  2. Wait for the export to complete. The system generates the archive in the background.
  3. Once ready, click Download to save the file.

The export table shows:

  • Last Export — When the most recent export was generated.
  • File Size — The size of the download.
Frequency limit

A complete export can be performed once per day by a System Administrator. This prevents excessive server load for large data sets.

Quick List Exports

In addition to the full data export, you can export any list view to Excel directly:

  • From the asset list, click More > Export to Excel to download the current filtered view as a spreadsheet.
  • This is useful for quick analyses or sharing a subset of your data without running a full export.