The ‘export to CSV’ feature is currently available for the following areas of the system:

• Assets
• Asset Stock
• Inventory
• Users
• Locations
• Groups
• Vendors
• Members
• Reports
• Documents

– To export data from Reports to a CSV file, there is an export icon on the right side of every report (see image below). Click on the button to export your data into a CSV or PDF file. You can also upload them to a dropbox account.

– To export data from Asset Graphs to a CSV file, click on the export icon shown on the right side (see image below). Click ‘download CSV’ to save the chart/graph or save it to print later. You can also save these graphs in a PNG, JPEG, PDF, and SVG vector image format.

– To export data from the Items’ listing pages e.g. Asset Listing Page, click on the export button shown on the table headers (see image below). A dialog box will appear to save it to a CSV file. The method is the same for all the areas mentioned above.

Note: To enable full path for location in CSV, enable the company setting under “Locations section” named “Show hierarchical location in item listings”. Full path is shown under location on assets listing page and CSV after enabling this setting.

– Click on the ‘export documents data’ text , which you can then download to a CSV file. All the downloadable links to your files will be in this CSV file.

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You can automate periodic backups of your data using EZOfficeInventory’s OneDrive and Dropbox Integration. This allows you to seamlessly back up copies of your data to a OneDrive or Dropbox account of your choice. You can also export default and custom reports to your backup accounts, to share data with your employees more conveniently.

Enabling Data Backups

From Settings → Add Ons → Data Backup, click ‘Add OneDrive Account’/ ‘Add Dropbox Account’.

For instance you choose to backup data on OneDrive. Clicking the blue button will enable a link that you can follow to set up a OneDrive account for your backups. An OAuth dialogue box will appear once you sign in to your account. Click ‘Yes’ to continue. That’s it, you are set to use this feature!

Accessing Your Backup Data

Once the Add On has been enabled, you will be able to view periodic backups of your data as .csv files in your OneDrive account. CSV is a common data storage and exchange format that is compatible with most applications including Microsoft Excel, Google docs, etc.

Automated periodic backups will only take place if you have checked the option ‘Run a data backup daily’ under OneDrive account details in Settings –> Add Ons –> Data Backup. Otherwise, you’ll have to manually sync your data backups.

What Kind of Data is Backed Up?

Right now you can only back up data related to Documents and Reports. All reports  including data related to the following items is backed up:

• All active assets (all except for the retired ones) with all their data points.
• All inventory.
• All inventory transactions (line items).
• All asset checkout and check-in transactions

Note: All reports data is backed up in a root folder in your OneDrive account.

Manually Syncing Documents 

You can also use our OneDrive integration to keep backups of all your important documents manually. Of course, the Add On must be enabled. Next, go to the Documents page and click Export → OneDrive to sync all your documents to OneDrive!

Note: The sync has a limit of a hundred documents per day. To sync the rest of your documents, generate a new request tomorrow.

The documents will go into folders such as Asset, Bundle, PO, Cart, etc. This helps you stay organized when sifting through all your records.

Manually Exporting Reports

Similar to Dropbox, you have the ability to export any report to OneDrive from within the report page. After running a report you would have the ability to select ‘Export’ (see below) and choose the ‘OneDrive’ option. Once you do that, our system will create a CSV file of the report and upload it to your OneDrive account seamlessly.

Restoring deleted data

There is no way to restore deleted data. However if you have backed up reports, you can use the import from excel feature to restore data (basically re create assets, inventory etc)

For any questions, contact us at support@ezofficeinventory.com

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There are two ways to export images out of EZOfficeInventory:

Reports containing Item Display Pictures

The following reports contain Display Pictures for items:

• All Active Assets
• Available Assets
• Inventory Items
• Stock Assets
• Custom Report

To download one of these, find the report from the Reports module. Click on Export –> XLS. This format provides you with the flexibility of image viewing from within reports.

Here’s what the downloaded report will look like:

Supported image formats are:

• tiff
• gif
• bmp
• psd
• jpeg
• jpg
• png

Item Documents

1. Go to Items → Documents → Export → CSV. This action will prompt a CSV download of all your documents.
   
2. Now, if you’d like to see the images as thumbnails in the downloaded report, upload this file to a Google spreadsheet. Do this by going to File → Import → Upload from your Google spreadsheet and uploading the downloaded document.
3. Add a blank column next to the column containing your display picture URLs. Name it ‘Image Thumbnails’.
4. For the line items that correspond to images, either enter =IMAGE(cell_number) in the formula bar like “=IMAGE(C2)” or select the cell and click on Insert → Function → Google → Image, and input the cell number.
   
5. You’ll now be able to see the thumbnail in the cell.
6. To apply this formula to all line items, simply add this formula against the first line item.
7. Then, hover over this cell, hold down your cursor, drag and select all subsequent cells in the column, and release the cursor. This will apply the same formula to all cells in the column.
   Here’s what your report will now look like. You can download the spreadsheet, print it or use it however you like!

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