You can export different types of data as spreadsheets via the user menu or specific views. Most export files, e.g. leases or OPEX, correspond to a default import template so you can use them for updating the data. Other export files such as valuation breakdown or reconciliation report, are considered as reports meaning that you can download the data from Assetti but the file cannot be imported.

User menu

Export functionality can be found in the user menu. There is no filtering or time selector so the spreadsheet contains e.g. all properties. Depending on your subscription type, there might be fewer export options.

1. Click on your username > Export
2. Select the file to export
   • Properties
   • SWOT
   • Leases
   • Invoices
   • Contacts
   • Units
   • OPEX
   • Market Values
   • Income and Costs
   • PnL
   • Book Values
   • Utilities
   • Repairs
3. You find the file in your downloads folder.

Additionally, you can export account map(s) and rent types.

• Username > Account maps
• Username > Rent types

Exports and reports from the main views

The content of the export is view specific and reflects your filters in the user interface so you can narrow down your options e.g. based on time or validity, depending on the view. Some reports have also additional filtering options.

Export button can be found in the upper right corner of the main views.