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: