Exporting data

You can export data from any view or search results dialog as a csv file for use with Excel. In addition to exporting the data you see in a view, you can also export related data you cannot see. When you select one or more items, such as several software titles, you can choose which related classes and properties of those items to export. For example, if you are exporting ten software titles and they all have assignments and allocations, then you could also export the users and locations associated with those assignments and allocations.

The properties from each selected class are listed consecutively in the gener­ated CSV file. Exported data can be reimported in csv format, using the Data Management Pack, without the need for an XML format file.

Exported classes and properties can be saved as a template for reuse. This is useful if you export the same relationships, classes and properties repeat­edly.


If you are exporting data that has multiple relationships, the entire data structure will be repeated for each relationship in your exported file. For example, if you export a hardware asset with two assigned software titles, each with two assigned users, the csv will contain four complete entries beginning with the hard­ware asset and ending with the user.

To export data from a view:

  1. Open the IT Asset Management Pack workspace.

  2. Go to a view, such as Software Asset Management > Software Catalog > Software Titles Tracked by Installation.

  3. Select one or more items in the view, such as software titles.

  4. In the Tasks pane, click Export Data. The Export Data to CSV wizard opens.

  5. Select Create a new template or Use an existing template if you have a previously saved template.

  6. Click Next.

  7. Select the Related Classes and the Available properties and click Add. The properties are added to the Selected properties table. 

  8. When making a selection, use the tool-tip description available for each class to help you differentiate between similarly named classes.

  9. Change the name of the Property Alias if you wish to simplify the column name in the exported file.

  10. When you have selected all of the classes and properties you wish to export, click Next.

  11. Browse for a filename and location.

  12. Click Save Template if you wish to save the exported classes and proper­ties to an existing template or to a new template.

  13. Click Export to export the data to csv. The last page of the wizard informs you that the export was successful.

Export templates

An export template describes the object or objects that you are exporting and their properties. Export templates are managed from within the Export Data wizard. From the wizard you can create new templates, edit existing tem­plates and remove templates.

Export templates cannot be transferred between consoles. The template name can only contain the following characters: alphabetic, numeric, a period (.) and an underscore (_).