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You’ll need the ‘Manage Report Templates’ permission to do create or modify export templates, which by default is exclusive to the ‘Owner’ role and above. |
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Form tab
Report type (all templates) - This setting allows you to choose what record type this export template should appear for; Requests, Jobs, and Assets all support export templates. Note that PDF exports are not supported for Assets.
Form (all templates) - This setting allows you to choose if this export template should be tied to a specific Form. If you need would like to pick what form data appears in the export, you’ll need to select a Form for this template to be associated with.
If you pick a single Form, you will have additional options appear
After selecting a Form, you can choose which fields should appear on the export
Form versions (CSV only) - As CSVs are structured tabular data, we let you choose how to handle different form versions. By default, different versions of the same form will be split into separate CSV files. This helps to simplify the export data by only including fields that existed for each unique form version. If you don’t mind having columns that potentially don’t apply to all included form versions, choose ‘Export single CSV file’ to merge all versions together.
Media tab
This section allows you to choose how media should appear in your export. Depending on your use case, you may want to customize what media appears or exclude it all.
PDF exports will include actual images/previews of media, while CSV and GeoJSON exports will include URLs onlyall media files in a separate folder as part of the export when media inclusion is enabled
Cover tab (PDF only)
This section allows you to add a legal footer to the title page of PDF exports. This is useful if you will be sharing these PDF exports with customers.
Layout tab (PDF only)
This section allows you to customize the look and feel of the PDF export. You can change the page orientation, add a custom logo to the report, and more.
Geometry tab (GeoJSON only)
This section allows you to change how the location on the GeoJSON features should be defined when exporting Requests and Jobs. You can choose betweento include:
Point geometry - Will output the geocentric location of Requestthe record
Line geometry - Will output the geometry of any Trips recorded on the Requestrecord
For Jobs and Assets , this setting is not available
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Now that you know how to create your own export templates, take a look at Reports and Exports Exporting Data to learn how to use them!
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