There are a few key areas where you can export data in OnRent, we've outlined the different areas below:
To export Products, Accounts and other static system data you go to System Setup > Export Data > Select single or multiple areas to export
The User will receive an email notification with a link to download a CSV file of your exported data. Just to ensure your system data is nice and secure the link will expire a day after the data has been exported.
The User who activated the export will receive the email, this will also create a system event record.
You can export any of the System Reports in the following formats:
By selecting the following arrow, you can select the format you would like to download. This will download automatically in your browser.
A system event will be logged as the user runs this export, this is great for tracking who is downloading data from your system.
Custom View Export
You can create Custom Views for Real Time Data and Bespoke Reporting in OnRent, for more information please see our guide.
You can Export this Custom View Data in the following format:
You can export a custom view anywhere in the system where a custom view has been applied. By selecting the custom view name on the search bar, you can select the format you would like to download. This will download automatically in your browser.
If you have any questions, we’re happy to help! Start a conversation using the Blue help bubble in the bottom right corner.