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:
| 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 |
Running an Export
- Click Export Data or Export Files.
- Wait for the export to complete. The system generates the archive in the background.
- 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.