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Export Assets

The Assets tool allows you to export individual, multiple, or all assets.

Note: You can also generate Assets detail reports from the Reports tool.

Export All Assets

  1. In the Assets log, click Export all.

    Export all assets

  2. In the flyout panel, edit the title of the report if desired.

  3. Select a file format: PDF, CSV, or XLSX.

  4. Click Run report.

    Run report all

Tip: You can also export all project assets as part of the import workflow. This enables bulk editing and reimport of existing assets.

Export Individual Assets

You can filter the assets log or view assets in specific categories to export specific assets.

  1. Select any number of assets from the Assets log.

  2. Click Export at the top of the log. The button will show the number of selected issues, for example Export (4).

    Export individual assets

  3. In the flyout panel, edit the title of the report if desired.

  4. Select a file format: PDF, CSV, or XLSX.

  5. Click Run report.

    Run report individual

Troubleshooting Assets CSV Report in Excel

If your asset data is not formatted correctly when opening your exported CSV file in Excel, we suggest using the import option.

  1. Open a new or existing Excel file that you want to import data into.

  2. Click the Data tab and click Get Data.

    Get data

  3. Select to import data from Text/CSV.

    Text/CSV

  4. Click Browse.

  5. Choose the assets detail CSV file from your computer.

  6. Click Next.

  7. Review the preview of the file.

  8. Click Load.

Parent page: Work with Assets

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