Navigation:
Navigate to Work Orders under Field Service.
Overview
The Export Data to CSV feature allows users to download work order data for reporting, analysis, or record-keeping purposes. You can choose between a Summary Export or a Detailed Export with specific data sets.
How to Export Work Order Data
Steps:
Go to the Work Orders page.
Click the Export Data to CSV button located in the top-right corner.
Export Options
When you click the export button, a popup will appear with two export options:
1. Summary Export
Click Summary Export.
A CSV file containing a summary record of all work orders will download automatically.
2. Detailed Export
Click Detailed Export.
A new popup will appear with the following options:
Parts and Quantity: Includes the list of parts and their quantities for each work order.
Time Tracking: Includes time tracking entries associated with each work order.
Procedures: Includes procedures attached to each work order.
Select one option.
Click Export.
The CSV will download containing the detailed data for the selected option.
Note
Exported CSV files can be used for further data analysis or shared with stakeholders.