How to export the components of a Storage Asset

Roles: Administrator & Employee | Interface: Web

Exporting the components of a Storage Asset allows you to quickly generate a detailed overview of all items stored within a specific asset. This process is useful for inventory checks, audits, or sharing asset information with others. By following a few simple steps, you can export the relevant data in an organized Excel format. 

Follow below steps to export the components of a Storage Asset:

• Navigate to the Storage Asset: 

  • Go to the asset list in ON!Track.
    
    
    
    
     
  • Hover over on the components of the desired storage asset from the list, then click on view all to access its components.
    
    
    
    
    
    
     

• Access the Export Function: 

  • Once inside the storage asset view, look for the export icon (a triangle) in the top-right corner.
    
    

Note: The export button will be visible if you have the necessary export permissions.
 

• Now click on the export icon to reveal the export button, then click on export button to generate the report in excel file.
  
  
   

• Export Scope:

• Clicking the export button will generate an Excel file that includes:
  • The parent storage asset.
  • All child assets directly under the storage asset.
  • Any nested (child) storage assets.
  • All grandchild assets (assets within nested storage assets).

Note: The asset count in the exported file will match what is shown in the UI.
 

• Exported Fields:

  • The Excel export includes detailed columns (54 columns), click on below excel sheet to view the complete list: Assets_Details.xlsx
     

• Permissions & Edge Cases:

  • Export option is hidden or disabled for users with view-only permissions.
  • If no assets match the filter, the export will generate an empty file with a message.
  • Export works for both parent and child storage assets.
     

• Filtering and Search:

  • If you apply filters or search within the storage asset, only the filtered/searched assets will be exported.
  • The asset count in the Excel file will reflect the refined list.
     

Note: Always ensure you have the correct permissions and your filters are set as needed before exporting. This ensures your export contains exactly the components you require.

• Assets_Details.xlsx5 KB