Download view data for audit

Learn how to prepare audit evidence by downloading data from a view grid.

You can download data from the currently opened EquipmentActivity, or Contract[ regional availability] view grid. This might be useful for preparing data for compliance audits. The data is downloaded into a comma separated value (CSV) file, which you can open in a spreadsheet program such as Microsoft Excel *.

To download view data:

  1. In the desired view Equipment, Activity, or Contract, select the saved view whose data you want to download.
  2. On the View toolbar, click the Download button.Download button
    A download confirmation message is displayed in the lower right corner of the window.
  3. In the displayed Manage Downloads bar, click either Open or Show in Folder to show the exported data file in the Downloads folder of your computer.Manage Downloads

    Depending on the view from which you downloaded data, the exported file has the following naming convention: View Titleyyyymmdd.csv (e.g. Active_Equipment20160215.csv).

    View Example file name
    Activity: Service Request Tracked_Service_Request20160215.csv
    Activity: Task Tracked_Tasks20160215
    Contract Active_Contract_Details20160215.csv
    Equipment Active_Equipment20160215.csv
  4. Save the downloaded CSV file to your preferred folder on your computer:
    • If you opened the file, use the File Save As function from the browser.
    • if you showed the file in your Downloads folder, drag and drop it into the desired folder.
  5. Open the downloaded CSV file in a spreadsheet program such as Microsoft Excel *.


What format is date data downloaded in?

All dates in the views are downloaded from iCenter in YYYY-MM-DD format (for example, 2016-02-16 represents February 16, 2016).

If you subsequently open a downloaded CSV file in a third-party spreadsheet tool, such as Microsoft Excel*, the date format is presented as appropriate for the user's locale settings.