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Export a table to a file

Produce a focused report from any list of records.

Any table — Service Requests, Equipment, Locations — can be exported. The export follows your current view, so filtering and column choices shape the report.

Steps

  1. Open the table and shape it: apply Filters, choose Columns, and sort so it shows exactly the records and fields you want.
  2. Click the Export (download) icon in the top-right toolbar.
  3. Equips generates the file from the current view. Large exports show a warning that they may take a few minutes.

Tip: Combine filters to produce a targeted report — for example, all open high-priority requests at one location.

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