Premises

Export your premises register to Excel

Site admins can download a full premises register workbook from Premises Settings as a multi-sheet Excel file for reporting and backup. The export brings together locations, asset classes, asset models, and assets into one workbook.

Before you start

You need a Site admin or Premises admin role with view access to locations, assets, asset models, and asset classes. If you do not see the export option, contact your administrator.

Export the register

  1. Open Premises Settings and go to the Import & Export tab.

  2. On the Register Export card, click Export Excel.

  3. When the workbook is ready, download the file and open the Summary sheet to review what the export contains.

What the workbook includes

The export is a single Excel workbook with separate sheets for each premises data type:

  • Locations

  • Asset classes

  • Asset models

  • Assets

Some columns that contain person or personnel data appear only when your role also includes view access to people records.

What to do next

To bring premises data back into the system, use the Import a premises register from a spreadsheet guide.

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