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How To Export Your Work Orders

With UpKeep, you have the ability to export your data, including Work Orders. You can export your entire history of work orders onto a CSV file or a PDF. Or you may only need to export certain work orders. If so, you’ll want to first filter the work orders in your view.


Export Onto A CSV File

This function will allow you to download your work orders onto a CSV spreadsheet.

Once you have the right work orders filtered out into your view, click on the 3 vertical dots, then click on Export to CSV:

Step 1: Choose the header columns you want to be included on the CSV.

    • Select “All Columns” for all information on the work orders to be exported.
    • Select “Custom” and check off the individual columns that you want to be exported.

Step 2: Next, click Export!

    • Note: It may take some time depending on the size of the file. 

Step 3: Click “Download File” once it is ready. The CSV file will be downloaded to your computer for you to open!

Check out the GIF below as well:


Export to PDF

This function allows you to export your work orders onto a PDF file that you can save or print.

Step 1: First, filter out the work orders that you need to export.

Step 2: Customize the headers in your table view.

    • The PDF file will include all the headers you’ve selected in the table view. If you need a different column included, be sure to customize your table first.

Step 3: Next, click on the 3 vertical dots next to + Work Order.

Step 4: Last, click on “Export to PDF”. The PDF file will be downloaded onto your computer for you to open!

Check out the GIF below: