Export service records from the Spaces interface to a CSV file for reporting, analysis, or sharing. The exported file reflects your current view, including applied filters, sorting, and selected records.
Available for:
Customer using SysAid Spaces.
How it works
You can export service records in two ways:
Queue export: Exports all service records currently displayed in the queue, based on the applied filters and sorting.
Selection export: Exports only the service records you select in the queue.
The export process typically takes a few seconds to complete. There are no size limitations, and no special permissions are required.
.gif)
What’s included in the export
The exported CSV file includes the data from all columns that are visible in the current view. The export structure is consistent, making it suitable for reporting and further analysis.
Exporting service records
Exporting the current view
To export all service records currently displayed in the queue, including applied filters and sorting:
Open the service record queue in Spaces.
Apply filters or sorting as needed.
Click the 3-dot menu at the top of the queue.
Select Export to CSV.
The exported file includes all service records in the current view.
Exporting selected service records
To export specific service records:
Select the checkboxes next to the relevant service records.
In the bulk action bar, click Export.
The exported file includes only the selected service records.