RTA Web - Exporting a Master List

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

1. Apply any filters, adjust sorting, and add or remove columns as needed prior to exporting

   1. Refer to Customizing Columns for instructions on editing columns if needed 

2. Once the list is displaying as desired, click the appropriate export icon in the top right corner

   

3. The file will display at the bottom of the screen

4. Click to open the file

5. From here, edit and or save the file as needed to the local computer