How do I download a list of my devices?

To download a list of the devices you have in your platform, follow the steps below:

1. In the left-hand side navigation panel click the Dashboards dropdown, select Devices. Note: Access to the extended Dashboards options including the Devices section is dependent on your role in the organization.
   
2. At the top of the screen you will see different filters, use this section to narrow down the devices you'd like to download a report for.
   
   - Facility: Filter by a specific facility, you can choose multiple facilities if needed.
   - Make/Model/Category: Filter by Device make, model or category                                 (Note: The category filter does not include an infinite scroll. Please type in your category if you cannot find it in the drop down).
   - Device Use: ** Please be sure to select Active and Inactive if you'd like a list of all devices.
   
   
3. Scroll down to Device List and select the download button on the right-hand side. A box will appear, select XLSX and click Download.
   

    

4. You can also schedule this report to be automatically sent to an email address on a recurring basis.

   1. After selecting the Download button, select Schedule Recurring Export instead.
      
      • File Type: Select the file format you would like to receive: PDF, PNG or CSV.
      • Email Address: Enter the email address where you would like the report to be sent.
      • Send Every: Select how often you would like to receive the report: Daily, Weekly, Monthly, Quarterly, or Yearly.
      Once the information has been entered, save the recurring export. The report will automatically be sent to the selected email address based on the cadence you selected.
   
   
   

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For additional assistance please email our Support Team.