This guide provides general instructions on how to export data from various modules within Prism. Please note that some modules are excluded from this guide, including Visitors, Bid Management, Projects, Communications, and Resource Reservations.
General Export Instructions
For many modules within Prism, you can export data using the following steps:
- Navigate to the desired module.
- If applicable, select the specific tab within the module (e.g., Tasks, Schedules).
- Look for the "Actions" button, typically located in the top right corner of the page.
- Click the "Actions" button to reveal a dropdown menu.
- Select "Export", "Export All Columns", or "Export Visible Columns" from the dropdown.
- Export All Columns: Includes all data columns in the export.
- Export Visible Columns: Includes only the columns currently visible on your screen. There are some exceptions.
- The data will be exported to an Excel (.xlsx) file, which you can then save to your computer.
Modules and Tabs with Export Functionality
The following modules and tabs within Prism support the export functionality described above:
- Admin Module:
- Issue Types (Admin only)
- Contracts Module:
- Contracts
- Work Orders:
- Work Orders
- Work Order Schedules
- Incidents:
- Incidents
- Incident Types
- Forms
- Inspections:
- Schedules
- Tasks
- Insurance:
- Certificates
- My Users
- My Users
- My Users - Labor tab
- My Companies
- My Spaces
- My Properties
- Preventive Maintenance:
- Tasks
- Schedules
- Procedures
- Tenant Compliance:
- Tasks
- Accounting:
- Labor
- Materials
- Charge Codes
- My Equipment:
- Equipment
Excluded Modules
The following modules and/or tabs are excluded from this guide:
- Admin - Roles, Notifications, Manage Permissions, Security, SLA, and Forms
- Bid Management - Requests, Templates, Vendor Blocklist
- Communications - Messages, Audiences, and Templates
- Contracts - Templates
- Insurance - Profiles
- Visitors - Watch List
- Readings - Values
- Projects - Project Performance, Projects, Categories, and Forms
- My Properties - Regions, Impairments, Groups, and Notes
- Resource Reservations - Reservations, Approvals, Resources
- Tenant Compliance - Schedule