With UpKeep, you can build reports right from the Work Order page. Being able to pull these reports quickly will save an immense amount of time and help provide instant insight into your facility's and team's activities. These reports are exported as a PDF or CSV file.
Remember, data in is data out, so the more information you add into UpKeep, the more knowledge you gain from your reports to continue optimizing your workflow and productivity!
Before you export your data into reports in PDF or CSV files, you'll want to filter your work orders. This way, you're building a report on just the data that you need. With UpKeep, there are a lot of filters you can utilize to find exactly the ones you need. This article explains how to filter your work orders and export to PDF or CSV.
Export to CSV File
A CSV stands for comma-separated values, which is a spreadsheet file you can open in Microsoft Excel or Google Sheets.
Start by filtering your work orders to show you just the ones you need
Click on the 3 vertical dots
Then click on Export to CSV
Choose All Columns for all information on the work orders to be exported
Or select Custom and check off the individual columns that you want to be exported
Now click Export
This may take some time depending on the size of the file
Finally, click Download File once it is ready. The CSV will be downloaded to your computer for you to open.
Here is a GIF as an example:
Export to PDF
This function allows you to export your work orders onto a PDF file that you can save or print.
First, filter out the work orders that you need to export
The PDF file will include all the headers you’ve selected in the table view. If you need a different column included, be sure to customize your table first!
Next, click on the 3 vertical dots next to + Work Order
Finally, click on Export to PDF. The PDF file will be downloaded onto your computer 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: