---
title: Export data out of Building Manager Portal
description: Learn how to export data out of MYBOS including Cases, Residents, Assets and Maintenance Schedule.
---

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# Export data out of Building Manager Portal

### Quicklinks

- [Export Cases](https://support.mybos.com/knowledge-base/export-data-out-of-bm-portal#export-cases)
- [Export Residents](https://support.mybos.com/knowledge-base/export-data-out-of-bm-portal#export-residents)
- [Export Assets](https://support.mybos.com/knowledge-base/export-data-out-of-bm-portal#export-assets)
- [Export Preventative Maintenance Schedule](https://support.mybos.com/knowledge-base/export-data-out-of-bm-portal#export-maintenance-schedule)
- [Export Contractors](https://support.mybos.com/knowledge-base/export-data-out-of-bm-portal#export-contractors)
- [Export Documents](https://support.mybos.com/knowledge-base/export-data-out-of-bm-portal#export-documents)
- [Export Invoices](https://support.mybos.com/knowledge-base/export-data-out-of-bm-portal#exportinvoices)
- [Export On-Site Check In logs](https://support.mybos.com/knowledge-base/export-data-out-of-bm-portal#export-onsitecheckin)
- [Export Inspections](https://support.mybos.com/knowledge-base/export-data-out-of-bm-portal#export-inspections)

 

### How to Export Cases

1. From the BM Portal, select **Cases** from the menu
2. Ensure you have selected a suitable **number of entries** from the bottom left for all your Cases. You may need to repeat this process a couple of times depending on volume  
   ![](https://support.mybos.com/hs-fs/hubfs/image-png-Mar-04-2026-02-05-17-3702-AM.png?width=670&height=331&name=image-png-Mar-04-2026-02-05-17-3702-AM.png)
3. Select the **Select All checkbox**, then the **Export** **Excel** button   
   ![](https://support.mybos.com/hs-fs/hubfs/image-png-Mar-04-2026-02-09-16-4062-AM.png?width=670&height=328&name=image-png-Mar-04-2026-02-09-16-4062-AM.png)
4. This will create a CSV download of all Cases
5. Repeat this process based on the default/custom Folders, e.g. Completed, Deleted, Draft, Starred.  
   ![](https://support.mybos.com/hs-fs/hubfs/image-png-Mar-04-2026-03-18-23-5599-AM.png?width=670&height=265&name=image-png-Mar-04-2026-03-18-23-5599-AM.png)

 

### How to Export Residents

1. From the BM Portal, select **Residents** from the menu
2. Ensure you have selected a suitable **number of entries** from the bottom left for all Residents  
   ![](https://support.mybos.com/hs-fs/hubfs/image-png-Mar-04-2026-03-22-09-2965-AM.png?width=670&height=293&name=image-png-Mar-04-2026-03-22-09-2965-AM.png)
3. Select the **Select All checkbox**, then the **Export** **Excel** button  
   ![](https://support.mybos.com/hs-fs/hubfs/image-png-Mar-04-2026-03-23-35-9761-AM.png?width=670&height=290&name=image-png-Mar-04-2026-03-23-35-9761-AM.png)
4. This will create a CSV download of all Residents
5. Repeat this process based on any Resident grouping that has been set up to have individual CSV files.

 

 

### How to Export Assets

1. From the BM Portal, select **Building** from the menu -\> **Assets**
2. Ensure you have selected a suitable **number of entries** from the bottom left for the full Asset Register to appear  
   ![](https://support.mybos.com/hs-fs/hubfs/image-png-Mar-04-2026-03-26-22-4663-AM.png?width=670&height=300&name=image-png-Mar-04-2026-03-26-22-4663-AM.png)
3. Select the **Select All checkbox**, then the **Export** **Excel** button   
   ![](https://support.mybos.com/hs-fs/hubfs/image-png-Mar-04-2026-03-27-33-0838-AM.png?width=670&height=301&name=image-png-Mar-04-2026-03-27-33-0838-AM.png)
4. This will create a CSV download of your Asset Register

 

 

### How to Export Preventative Maintenance Schedule

1. From the BM Portal, select **Maintenance Schedule** from the menu
2. Ensure you have selected a suitable **number of entries** from the bottom left for all Active Maintenance  
   ![](https://support.mybos.com/hs-fs/hubfs/image-png-Mar-04-2026-03-30-10-3802-AM.png?width=670&height=283&name=image-png-Mar-04-2026-03-30-10-3802-AM.png)
3. Select the **Select All checkbox**, then the **Export** **Excel** button  
   ![](https://support.mybos.com/hs-fs/hubfs/image-png-Mar-04-2026-03-31-04-8258-AM.png?width=670&height=284&name=image-png-Mar-04-2026-03-31-04-8258-AM.png)
4. This will create a CSV download for your Maintenance Schedule
5. Repeat this process for Completed Maintenance Events, so you have retain this history.
6. You can also export a Gantt Chart for a selected timeframe  
   ![](https://support.mybos.com/hs-fs/hubfs/image-png-Mar-04-2026-03-33-41-9982-AM.png?width=670&height=150&name=image-png-Mar-04-2026-03-33-41-9982-AM.png)

 

 

### How to Export Contractors

1. From the BM Portal, select **Contractors** from the menu
2. Ensure you have selected a suitable **number of entries** from the bottom left for all Contractors  
   ![](https://support.mybos.com/hs-fs/hubfs/image-png-Mar-04-2026-05-02-43-4865-AM.png?width=642&height=333&name=image-png-Mar-04-2026-05-02-43-4865-AM.png)
3. Select the **Select All checkbox**, then the **Export** **Excel** button  
   ![](https://support.mybos.com/hs-fs/hubfs/image-png-Mar-04-2026-05-04-48-8676-AM.png?width=670&height=335&name=image-png-Mar-04-2026-05-04-48-8676-AM.png)
4. This will create a CSV download of your Contractors
5. You can repeat this process for all the tabs listed in Contractors

 

### How to Export Documents

1. From the BM Portal, select **Building -\> Library** from the menu
2. Click on the **Select All checkbox** to mark all the folders built in your Library. Then select **Download**.  
   ![](https://support.mybos.com/hs-fs/hubfs/image-png-May-25-2026-01-52-08-7803-AM.png?width=670&height=290&name=image-png-May-25-2026-01-52-08-7803-AM.png)
3. This will download in a folder for you, which will either open automatically on your computer or you can click on the downloads button on your browser to open up this folder.
4. Please repeat this process for **Community -\> Documents & Forms**

### How to Export Invoices

1. From the BM Portal, select **Building -\> Invoice Approval** from the menu
2. Go to the Approval tab, and ensure you have selected a suitable **number of entries** from the bottom left for all Invoices
3. Click on the **Select All checkbox** to mark all the Invoices. Then select **the excel** button to download.  
   ![](https://support.mybos.com/hs-fs/hubfs/image-png-Jul-30-2026-04-10-54-5439-AM.png?width=1890&height=899&name=image-png-Jul-30-2026-04-10-54-5439-AM.png)
4. This will create an Excel download of your Approved Invoices
5. Repeat this process for any Pending Invoices.

 

### How to Export On-Site Check In

1. From the BM Portal, select **On-Site Check In** from the menu
2. Go to the All tab, and ensure you have selected a suitable **number of entries** from the bottom left for all logs
3. Click on the **Select All checkbox** to mark all the logs. Then select **Export** button to download.  
   ![](https://support.mybos.com/hs-fs/hubfs/image-png-Jul-30-2026-04-14-24-7720-AM.png?width=1890&height=906&name=image-png-Jul-30-2026-04-14-24-7720-AM.png)
4. This will create an Excel download of your On-Site Check In logs

 

### How to Export Inspections

1. From the BM Portal, select **Building -\> Inspections** from the menu
2. Go to the Completed Inspections tab, and ensure you have selected a suitable **number of entries** from the bottom left for all entries
3. Click on the **Select All checkbox** to mark all the completed Inspections. Then select the **Download** dropdown menu -\> **Inspection List**.   
   ![](https://support.mybos.com/hs-fs/hubfs/image-png-Jul-30-2026-04-18-48-7495-AM.png?width=1883&height=915&name=image-png-Jul-30-2026-04-18-48-7495-AM.png)
4. This will create an Excel download of your completed Inspections. You can also export this out in individual PDFs or Excel which will download in a zip folder.
5. Repeat this process for **Inspection Templates**.

 

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