How do I create a customised export or template?

 

Within any list view, you can export the data. If you are required to complete an export on multiple occasions, it may be beneficial to create an export template. 

To do this, select the items you wish to export, then select the export button from the batch actions bar.

 

Screenshot 2023-02-15 at 10.15.51

 

 

Follow the steps in the bar to reach the 'export to spreadsheet' modal shown below. Here you can re-order and select what columns you wish to export. When happy with your selection, click the 'save as template' button within the footer.  

 

saved templates 2

 

You will now be asked to assign a template name. click 'save'.

 

Save as template

 

Returning back to the  'export to spreadsheet' modal, you can select your saved template and press next to export your tickets in either CSV or Excel format. 

 

saved template