Exporting Data

Export your ToolEquip data in multiple formats for analysis in external tools, sharing with stakeholders, or creating backups.

Export Options

ToolEquip offers several export methods depending on what you need:

• Tools Export — Export your complete tool inventory with all fields
• Checkout History — Export check-in/check-out records for a date range
• Maintenance Records — Export maintenance history and compliance data
• User Activity — Export user actions and audit logs
• Custom Reports — Export any saved report

Export Formats

Choose the format that works best for your needs:

• CSV — Universal format compatible with Excel, Google Sheets, and most data tools
• Excel (.xlsx) — Rich format with multiple sheets and formatting
• PDF — Print-ready formatted documents for sharing and presentations
• JSON — Machine-readable format for API integrations

How to Export

To export data from any list or report:

1. Navigate to the data you want to export (Tools list, Reports, etc.)
2. Apply any filters or date ranges as needed
3. Click the Export button
4. Select your format (CSV, Excel, PDF, or JSON)
5. Choose which columns to include
6. Click Export

The file is generated and downloaded automatically. For large exports, you'll receive an email notification when the file is ready.

Scheduled Exports

Set up automatic exports on a recurring schedule:

• Choose frequency: daily, weekly, or monthly
• Select format and columns
• Add one or more email recipients
• Optionally, send to an SFTP or cloud storage destination

API Export

For programmatic access, use the ToolEquip API to export data. The API supports all export formats and includes comprehensive filtering. See our API documentation for endpoints and authentication.

Data Retention

When you export data, it's a snapshot of your current records. For ongoing data retention:

• Set up scheduled exports to maintain regular backups
• ToolEquip retains your data for the duration of your subscription
• Upon cancellation, you have 30 days to export all your data before it's permanently deleted