BLK · Bulk Actions & Data
Exporting your data as CSV
Download any list, a tag selection or the fleet's seats as a spreadsheet.
3 min read
Every list has an Export CSV button beside its title: Hardware, Licences, Certificates (each of its three tabs) and People. It downloads the open tab — every row on it, whatever the search box or filters show — with what the list shows and more: folder, assignees by name, tags, dates, cost and currency, and where the record came from (added manually or synced from Microsoft 365). Hardware adds the serial number, warranty, operating system and Intune compliance; Licences add the SKU part number with seats purchased, consumed and unused, the term, when each one renews or ends, the cost for all seats and the cost per seat per month with where it came from — the figures to reconcile a monthly CSP invoice from Pax8 or Partner Center against; Certificates add days until expiry and the warning time in force; People add their employment status and, while Microsoft 365 is connected, the account state, last sign-in and MFA. Exporting is a read, so read-only seats can do it. A record with no price exports an empty cost, never 0. The file is named after the list, the organisation and the day.
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A tag selection
From Tag Actions (write access, Starter and above), select the tags covering the items you want, then use Export CSV in the Bulk actions panel. It downloads everything matching as one spreadsheet with a Kind column (hardware, licence or certificate) in front of the same columns the three lists export — useful for audits, client handovers, or working with the data outside AssetSort.
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Seats across your fleet
On MSP → Fleet, Export seats CSV downloads one row per organisation and Microsoft 365 SKU that has unused seats: the licence, its SKU part number, the unused seats, the unit cost per month and where that price came from (the licence's own cost, your License costs, Microsoft's list price as an estimate, or no price), the recoverable monthly amount, and when it can change (now for monthly terms, or the renewal date for annual ones) — the waste report's figures as a spreadsheet. It covers the organisations you can see on Fleet. For every SKU a client subscribes to, with seats purchased and consumed, export that client's Licences list.
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Spares and the audit trail
The Spares page's Export downloads your spares with their age and end-of-life standing. Settings → Activity Logs (owners and admins) exports the audit trail: pick an Export Date Range and choose Export CSV — it covers the whole range, whatever filters are on screen. There is no CSV import — items are added one at a time, synced from Microsoft 365, or brought over from another organisation's full AssetSort export (see "Exporting and importing an organisation").