This article describes different ways of exporting your data from ABMS to Excel and pdf files.


TABLE OF CONTENTS


Standard modules

Export / print a document to pdf

Open the document that you would like to export / print to pdf. Then click the "Print" button in the top right corner. The pdf file is automatically downloaded to your device.


With this option all fields and their contents are exported / printed. But you must do this for each document in each module.


Export / print a standard report to pdf

The system super users can set up PDF export / print functionality for any report in the Report Hub. Additionally, this is also possible for the creators of the reports, restricted to only those reports they have created.


This feature is configured in the "Settings" tab in each report. Export / print can contain a maximum of 5 columns, but no rich text fields can be included. Once configured the "Export pdf" button will be available to all users on the index tab of the report, in the top right corner.


When clicking this button, the pdf file is automatically downloaded to your device.


A full article about exporting / printing a standard report to pdf can be found here; "Setting up a PDF export of a report".


Export a standard report to Excel


Any user can export from a standard report to Excel. But an export can only contain the fields selected for the report, so if you would like to export all the fields from a report you have to setup the report to show/include all the fields.


Note: When exporting a standard report to Excel the content of rich text fields will not be included. If you need the content of rich text fields you will have to Export / print a document to pdf.

Also, if the report contains attachments, these become links in the downloaded excel document and you will need to click each link to download the attachments.


Once the report contains all the fields you would like to export, click the "Export xls" button in the top right corner. The excel file is automatically downloaded to your device.

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Competence module


Click the Competence module from your company / hub menu. There are two different excel exports available in the Competence module.


The first one is from the "User information" tab, top left corner. Clicking the "Export to excel" button in the top right corner will automatically download the excel file to your device. This downloaded file will contain mainly your competence users personalia.

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The second report is downloaded from the "Report" tab in the top left corner. Configure this report to show the information as desired, and click the "Export to excel" button in the top right corner. The excel file is automatically downloaded to your device.

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Please note that this report contains two tabs, one showing the level and one showing the status.

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Risk module


Click the Risk module from your company / hub menu. From the index tab you can download a list of the risk analyses registered in the system by clicking the "Export" button in the top right corner.  The excel file is automatically downloaded to your device.  This will only contain the same list as seen on the index tab, not the actual content of the risk analysis.

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If you would like to export the risk items from a risk analysis, then click the relevant risk analysis and click the "Export" button in the top right corner.  The excel file is automatically downloaded to your device.

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Equipment management


Click the Equipment module from your company / hub menu. Use the "Select columns" button to choose which columns to include in the export. Only columns visible in the report will be exported. Click the "Export to Excel" button in the top right corner.  The excel file is automatically downloaded to your device.

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Note: The export will only contain the chosen columns in the report, no export of the maintenance records is currently available.


KPI scorecard


Open the relevant KPI scorecard from your company / hub menu and chose the wanted year. Click the "Export xls" button in the top right corner.  The excel file is automatically downloaded to your device.

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Substance Register

No export currently available.


Environmental Aspects

No export currently available.