Export work order data as a CSV or Excel file. The assistant returns the data in an interactive table view you can explore before downloading.
Steps
Open the AI Assistant.
Ask for the export you need — you can specify filters, date ranges, or fields.
The assistant returns the results in an interactive table view right in the chat.
In the table view, you can:
Search across all data
Filter by column to narrow results
Wrap or unwrap text for readability
Download the file as CSV or Excel
Click the download button to save the file.
What you can say
"Export all work orders."
"Export completed work orders from Q1 as an Excel file."
"Export open work orders at Site A with their total costs."
Tips
The interactive table view is great for ad-hoc data questions where you want to explore the data before downloading. You don't need to set up a formal report.
You can ask follow-up questions about the data in the table — like "which of these has the highest cost?" — and the assistant answers from the displayed results.