Use the Export Wizard to export People, Equipment, Parts, Tasks, Vendors and Work Orders (pending or historical data) to an external text file or Microsoft Excel spreadsheet. This can be a way to transfer information to another system as needed.
Export rights are based on the user's rights to view People, Equipment, Parts, Tasks and Vendors. For example, if they have no rights to view Equipment they will not be able to export Equipment. You need to be an administrator to alter this setting which is available under Groups.
Instructions
•Work through the wizard using the Next button. (You can backtrack by clicking Previous.)
Listing
•Format: "MS Excel File" produces a standard file with the extension ".xls".
"Text File (comma delimited)" produces a file with commas separating the fields (sometimes known as a CSV file).
"Text File (tab delimited)" produces a file with tabs separating the fields - this is probably the easiest to import into a word processor or spreadsheet program.