Exporting a List

IT Asset Management (Cloud)

Lists in the management view, configured to your taste, can be exported in several formats.

You may wish to export a list in the web interface for IT Asset Managementfor distribution to other people, for printing, or for additional work. Lists can be exported to the following formats:

• A plain text file of comma-separated values (.csv). These can be imported by many spreadsheet and other products.
• PDF file (.pdf). These can be viewed in Adobe Reader, Apple Preview, and many other PDF readers and editors.
• Rich text format (.rtf). These can be opened and edited in many word processors, including Microsoft Word. There are some RTF-capable editors that do not support all the RTF features used in .rtf files exported from IT Asset Management.
• Excel (.xlsx)

An exported list includes the same content as the list displays at the moment of export. Before exporting the list, you can:

• Use a search to focus the data set returned from the database (see Searching in Lists)
• Add filters (using any of the simple filter, the header filter, or the advanced filter controls) to further limit the results to exactly those you require (the search and filter settings are shown at the top of exported PDF and RTF documents, to help you understand the data set in the document) (see Using Filters to Limit Data Size)
• Sort the data in your preferred order down the list
• Arrange columns in your preferred left-to-right order, showing or hiding your columns of choice using the column chooser.

Attention: When exporting data to .csv format, potentially malicious characters that appear first in a field value are escaped with a leading single quote. For example, when exporting the following text field @hello=there, after export, the text field will read '@hello=there in the .csv output. The following characters are deemed potentially malicious: =, +, - and @, and will only be escaped if they appear as the first character in the field value.

The only difference between the on-screen list and the exported document is the pagination. That is, where the web interface may show (say) 20 lines at a time, the exported document contains all the rows from all on-screen pages, the full data set matching your search and filter conditions.

Tip: If you do not get the results you expect, make sure you are the only person using your login account, and that you are working in only one browser window/tab for this list. Since the export uses the most recent settings made by each operator account (regardless of the browser tab or browser window), you might get confused if you have two tabs working on the same list.

To export a list:

1. Configure the list until it displays exactly the data you need in the format you prefer, using any of the options listed above.
2. Immediately above the list, click the export icon ().
   A small drop-down list appears, showing all the available export formats.
3. Select the appropriate format from the drop-down list.
   After a moment, your web browser presents its Save As dialog.
4. Rename the file to suit your corporate standards, and use the dialog to navigate to a suitable location for saving the file. Click OK or Save.
5. When the download is complete, your web browser normally provides a method to open the downloaded file.