If there is a need to export a master list in RTA, RTA Web can assist in exporting the file in Excel and PDF formats.
This functionality is available when accessing the master list for the following modules in RTA Web:
Assets List
Class Search
Work Orders
Work Order Templates
Work Orders Ready For Review
PMs Due
DVIRs
Parts List
Purchase Orders
PO for Approval
Requests
Vendor List
Warranty Claims
Customer List
Department List
Facility List
Contact List
Users
VMRS List
Integrations
This article will cover exporting files from master lists in RTA Web
Apply any filters, adjust sorting, and add or remove columns as needed prior to exporting OR open any list presets that have been created
Refer to Customizing Columns for instructions on editing columns if needed or setting presets
Once the list is displaying as desired, click the appropriate export icon list menu options icon (three dots) in the top upper right corner
where applicable or if three dots icon is not there, click the appropriate export icon
Click Export to Spreadsheet for an excel file or click Export to PDF
The file will display at the bottom of the screen
Click to open the file
From here, edit and or save the file as needed to the local computer
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