Administrators can export complete physical asset lists and custom metadata. This is highly useful for generating spreadsheets for parts inventory reviews, conducting off-site maintenance planning, or conducting data audits.
Role Permissions
Super Admin and Admin: Can export asset data.
Building Admin, Employee, and Employee Limited Access: Restricted from exporting asset data to CSV.
Step-by-Step Instructions
Navigate to the Assets page from the left navigation sidebar.
(Optional) Click Filters in the table toolbar to restrict rows (e.g., filter by a specific Location or System). The export tool will automatically match and export only your active filtered list.
Click the More actions button (⋯) in the top-right corner of the table action bar.
Click Export from the dropdown menu.
A green browser notification appears, confirming: "Processing your request. A notification will be sent to you when the export is ready."
The platform compiles your asset inventory and custom columns in the background. (You can continue navigating the dashboard while the export runs).
Once complete, an in-app notification appears under the bell icon in your header.
Click the notification and click the secure download link.
The CSV spreadsheet downloads immediately to your browser.
See Also
How to Edit Asset Details & Metadata
How to Export Work Orders