Exporting PMs
All Asset Essentials clients can export their data once it is entered into the program.
How to export PMs
- Click on the Work Orders tab then select PM/PdM.
- Click the More button and choose Export.
- Select the file type for the export.
- Choose what data fields should be included in the export in the Includes drop-down menu.
- Selecting Visible Columns will export the columns displayed on the summary page.
- Selecting All Columns will display data in the way it is stored in Asset Essentials. *Note: For example, dates are exported as UTC, not the time zone set in your account.
- You can select to export either the Current page, a range of Select pages, or All pages.
- Click OK to export the file.
