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Export Customer Assets to CSV

It would be very useful to be able to generate reports for customer assets either as a PDF or a CSV file.

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William Foster shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

7 comments

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  • Kevin commented  ·   ·  Flag as inappropriate

    Yes, I need this. It will save me a lot of time as customers often want records for their own records and this would help!

  • Gerianne Chapman commented  ·   ·  Flag as inappropriate

    This is something I truly need. Absent a rental module - I need to track my rental instruments and I have been back and forth as to whether I should put them in the inventory database or in the assets database. We do exchanges of instruments on the same rental agreement (size or repair exchange). We need to track the instrument- where has it been and also what repair work has been done to it. So I finally decided that entering instruments into the asset manager - with our business listed as the owner would be the way to go. When we rent it we will assign it to the customer- when they exchange or return it - we will assign it back to us. So..being able to import all our instrument data into the asset manager with a default owner (US!) would be extremely useful and then being able to export that data to analyze would also be really useful. Of course a RENTAL MODULE would be the MOST useful but absent that - I really would like to see the import/export of asset data and reports be added as a feature.

  • Geoff commented  ·   ·  Flag as inappropriate

    I have a customer that wants to maintain an asset list on their server, so it would be nice if I could import and export their asset data to save a ton of copy-pasta!

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