Data Export

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There are multiple pathways to export your data out of Assetas. Data may be exported in different formats based on the type of data. 

Export reports

  1. Locate your desired report.
  2. Select the “Run this report” button under the Actions menu. 
  3. Populate any arguments required by the report and select “Refresh Report”.
  4. Once the report looks as expected, select the “Export the report” button at the top right, across from the report name.
  5. Select one of the following export types. The exported file will be generated after selection.
    • Export the report as an Excel (xlsx) file.
    • Export the report as a PDF file.
    • Copy the report data to the clipboard as a tab-separated table.
    • Export the report as a comma-separated value (CSV) file.
    • Export the report as a JavaScript Object Notation (JSON) file.

Export documents

  1. Locate your desired document.
  2. To the right of the document, under the Actions menu, ​download the document in its original format.

Export JSON configuration files

A user can export a JSON file from one Assetas account that can be imported into another Assetas account using the Data Import tool. This tool is intended for users to import files exactly as exported. Assetas does not support the process of importing JSON files that have been altered after being exported from another account.

The following records types are available for exporting as a JSON file for import into another account:

  1. Form Types
  2. Dashboard Templates
  3. Manufacturers and Models
  4. Reports
  5. Report Categories
  6. Scheduled Jobs
  7. Statuses of Assets, Contacts, Documents, and Tasks
  8. Types of Asset Associations, Assets, Contacts, Documents, Roles, Tasks, and Telemetry
    • System-defined types can be exported. While the detailed information is defined within the system and cannot be updated, sections and attributes can be exported and imported to a different account. Attribute sections are matched by names, while attributes are matched by external identifiers.​
  9. Workflows

​To export the JSON file for a Configuration menu record:

  1. Locate your desired record.
  2. To the right of the record, under the Actions menu, you may ​download the JSON file for the record.

Export locations and units of measure

  1. Expand “Configuration” in the sidebar navigation.
  2. Expand the “Lists & Types” menu under “Configuration”.
  3. Locate your desired list.
    • Expand the “Locations” section​ for the Locations lists which includes countries, U.S. counties, states/provinces, and time zones.
    • Select “Units of Measure” for that data.
  4. Select the “Export the list” button at the top right, across from the list name.
  5. Select one of the following export types. The exported file will be generated after selection.
    • Export the list as an Excel (xlsx) file.
    • Export the list as a PDF file.
    • Copy the list data to the clipboard as a tab-separated table.
    • Export the list as a comma-separated value (CSV) file.

 

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