Before you begin
Backup data is used only for audit or data security purposes, and cannot be used to restore an entire CMMS.
We recommend running weekly or daily reports so you have copies of data from various times and dates for your records. This data can be used to restore segments of your tenant in case a record is deleted or lost.
There are different ways to export and save data depending on your needs.
- Export records (CSV)
- Export reports (PDF, CSV, XLSX) (best for backup data and restoration)
- Export Analytics dashboards (Professional and Enterprise plans only)
- Export entire database (Enterprise plans only)
Export records
You can export an unlimited number of page-level records each month. Exported records are automatically saved as a CSV file in your Downloads folder.
To export records:
- Navigate to the records you'd like to export, like assets, facilities, or equipment.
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Highlight the items to export:
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Click Export:
- The file will be available in your Downloads folder (or other system-default download location) when the download is complete.
Export reports
Running a report creates a document of pre-selected data. Use reports to save selections of CMMS data in PDF, CSV, or XLSX format. See the Report Library for a list of all reports available.
We recommend the following reports for backup data, as they're saved in a format that allows you to import the file directly to restore that segment of data. We also suggest running these reports at least weekly, so you have a record of data in your CMMS should a file be deleted or corrupted accidentally:
| Report name | Description |
|---|---|
| Asset List Without Custom Fields |
Lists all assets from the selected sites, without any custom field data. Note: Previously called “[Fiix PS] Asset List w/o Custom Fields - Export”. |
| Scheduled Maintenance List | Lists all scheduled maintenance for the selected sites or regions. Note: Previously called “[Fiix PS] SM Export - Excel” |
| Task Group List |
Lists all task groups in the CMMS. Note: Previously called “Report: [Fiix PS] Task Group Export”. |
| User List by Site |
Lists all users at the selected site. Note: Previously called “[Fiix PS] List of Users by Site - Export”. |
| Work Order List |
Lists all work orders for the selected sites or regions. Note: Previously called “[FIIX] Closed Work Orders List Report”. |
Export Analytics dashboards
CMMS setups on Enterprise or Professional plans using Fiix Analytics can download and save Analytics dashboards as a CSV or PDF. See the Dashboard library for a full list of dashboards available.
Some dashboards that might be useful for backup data:
- Asset list
- Closed work order details with completion notes
- Failure codes
- Logged hours by user
- Mean time to repair
- Meter reading history
- Overall costs
- Scheduled maintenance list
To download a dashboard as a CSV or PDF, see Download a dashboard.
Export database backup
Before you begin
This feature is only available on Enterprise plans.
Database backups are saved in a ZIP file containing multiple file types.
The generation process may take some time depending on the amount of data in your CMMS. Once generated, the backup will be available to download for 7 days (although the CMMS currently indicates that the file is available for only 24 hours. We're working on a fix for this).
To export and save a backup copy of your database:
- Navigate to Settings > Security and Infrastructure.
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Click Database Export:
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Choose your settings:
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To include files that are uploaded to your CMMS, click the Include files checkbox:
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To require a password to extract the downloaded files, check the Set password checkbox and enter a password in the field provided:
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Click Launch generation:
- Wait for the export to complete.
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Click Download: