Available On: Starter, Professional and Business Plus
With UpKeep, you can effortlessly generate reports directly from the Work Order page, saving time while gaining instant insights into your facility's activities. You can export these reports as PDF or CSV files for easy sharing.
Remember, "Data in is data out"—the more information you input into UpKeep, the more valuable your reports will be for optimizing your workflow and productivity.
Before exporting, be sure to use filters to include only the data you need. UpKeep offers a variety of filters to help you pinpoint exactly what you're looking for. This article will guide you on how to filter work orders and export them to PDF or CSV.
Export to CSV File
A CSV, or comma-separated values file, is a type of spreadsheet that you can easily open in programs like Microsoft Excel or Google Sheets.
Filter Your Work Orders: Start by filtering your work orders to display only the ones you need.
Click on the 3 Vertical Dots: In the top right corner of the Work Order page, click on the three vertical dots.
Select "Export to CSV": Choose the option to export your work orders as a CSV file.
Choose Columns to Export:
All Columns: Select this option to export all available information on the work orders.
Custom: Alternatively, select "Custom" and check off the specific columns you want to include in the export.
Click "Export": Once you've made your selections, click "Export." Depending on the file size, this process may take some time.
Download the File: When the export is ready, click "Download File." The CSV will be downloaded to your computer and ready to open
Here is a GIF as an example:
Export to PDF
This function allows you to export your work orders as a PDF file, which you can then save or print for easy reference.
Filter Your Work Orders: Begin by filtering out the work orders you need to export
Customize Your Table View: Be sure to customize your table view first to include the columns you need. For the best results, it’s recommended to have no more than 10 columns for PDF export.
Click the 3 Vertical Dots: Located next to the "+ Work Order" button, click on the three vertical dots.
Select "Export to PDF": Click on "Export to PDF." The file will be downloaded to your computer, ready for you to open and print as needed!
Be sure to customize your table view first so you have the columns you need. 10 is the recommended number of columns for PDF export!
Here is a quick demonstration:
