In this tutorial, we’ll explain how to export your data from the portal. Data export is no longer available through other applications on the portal❌; instead, everything will now be done directly from the dashboards ✅
Don't worry—exports will be as comprehensive as they were in the portal’s applications. The dashboards are enriched by data from different portal applications, and each dashboard provides a unique experience.
The Different Dashboards 📊
Billing service: powered by the pages Work orders, Regrigerants monitoring, Machinery equipment, Quotation and Regulatory visits (both regulatory and predictive). In this dashboard, you’ll find billing, quotation, and intervention in graphics and charts.
Refrigerants Monitoring: powered by the pages Regrigerants monitoring, Work orders, Equipment inventory, and Regulatory visits. Includes Refrigerant Handling Record forms, by equipment-specific data, and graphical displays.
Machinery: features dashboards powered by Refrigeration appliances, Air flow management, Components, Technical documents, Regulatory visits, Work order, and Regrigerants monitoring. Data is organized by equipment, parent system, and visits.
Activities: encompasses the full 360 Improvement plans, Action plans, and Notes, viewable in tables or graphs.
Improvement plans review: powered by Improvement plans, this dashboard displays improvement opportunities in table or graphical form.
Regulatory Visits: the dashboard that covers all regulatory aspects within the portal, fed by regulatory visits, Activities, Machinery Equipment, and Work Orders pages.
Where to Find the Dashboards? 🔍
Go to Dashboard → select your dashboard
How to Export Data from the Dashboards? 🛟
On the right side of the dashboard, hover to reveal a gear icon. Click on it to display export options in Excel, CSV, or PDF.
Now that you have all the keys, it’s your turn! 🎲