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Export data out of Building Manager Portal

Quicklinks

 

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
  3. Select the Select All checkbox, then the Export Excel button 
  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.

 

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
  3. Select the Select All checkbox, then the Export Excel button
  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
  3. Select the Select All checkbox, then the Export Excel button 
  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
  3. Select the Select All checkbox, then the Export Excel button
  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

 

 

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
  3. Select the Select All checkbox, then the Export Excel button
  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.
  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.
  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.
  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. 
  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.