Export Items ​

You can download your item list as a spreadsheet at any time — for reporting, backups, label printing or further processing in other tools.

  1. Open Items > View items. The export follows what you're looking at: pick the tab (Items, Inventory, Archive) and apply any search or filters first — only the matching items are exported. With no search or filter active, the whole tab is exported.
  2. Click Export in the toolbar.
  3. Pick the Format: Excel (.xlsx) or CSV (.csv).
  4. Pick the Columns to include. Basic information (name, unique ID etc.) is always included; add the groups you need:
    • Item details — item type, description, kit status
    • Status information — condition, usage status, trash/archived status
    • Location — current location
    • Checkout information — checkout time, checked out by
    • Financial information — current value, age
    • Inventory — inventory status, amount, threshold
  5. Click Export — the file downloads right away.
The Export items window.

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