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Export Data to CSV (Work Orders) | Makula Help Center

Export Data to CSV (Work Orders)

Learn how to export work order data to CSV in Makula Field Service for reporting, analysis, or record-keeping purposes.

Written by George Newman

How do I export work order data to CSV?

Navigation: Open your Field Service workspace, then select Work Orders from the sidebar.

  1. Click the Export button at the top of the Work Orders page.

  2. Choose the export type: Summary or Detailed.

  3. If you select Detailed, choose the data you want to include.

  4. Click Export to download the CSV file.

Click the Export button at the top of the Work Orders page.

Choose the export type: Summary or Detailed.

If you select Detailed, choose the data you want to include.

Click Export to download the CSV file.

What is the difference between Summary and Detailed export?

Summary Export: Includes core work order fields such as Work Order ID, Title, Status, Company, Asset, Assignees, Due Date, and Scheduled Date.

Detailed Export: Includes all summary fields plus your selected options. You can choose from:

  • Parts and Quantity: List of parts attached to work orders with their quantities

  • Time Tracking: Time entries recorded against work orders

  • Procedures: Procedures attached to work orders

Parts and Quantity: List of parts attached to work orders with their quantities

Time Tracking: Time entries recorded against work orders

Procedures: Procedures attached to work orders

The downloaded report will contain details based on the options you select.

Can I export filtered work orders?

Yes. Apply filters to your work order list before exporting. The CSV file will only include work orders that match your current filter criteria.

What can I use the exported data for?

Exported CSV files are useful for:

  • Generating reports for stakeholders

  • Analysing work order trends and performance

  • Sharing data with external systems

  • Creating backups of work order records

Generating reports for stakeholders

Analysing work order trends and performance

Sharing data with external systems

Creating backups of work order records