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
- Open the table and shape it: apply Filters, choose Columns, and sort so it shows exactly the records and fields you want.
- Click the Export (download) icon in the top-right toolbar.
- 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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