Back to Asset Essentials Main Menu

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.