How do I create an export template?

Owned by Claire van der Wal (Unlicensed), created
Nov 12, 2021
2 min read

If you use the same settings for an export frequently, it is convenient to create an export template. This article will explain how you can do this.

Step 1:

There are 2 ways to create an export template. The first way is via ‘Feedback inbox’>'Export feedback'>'Advanced export', and select the ‘Save settings as template’-box in step 3, ‘Export settings’.

The second option is via ‘Feedback exports’>'Export templates'>'New export template'.

In this case, you first need to customise your template, but you do not need to tick the ‘Save settings as template’-box in step 3, ‘Export settings’, anymore.

Step 2: Template settings

In ‘Export settings’, you can edit the template settings. Give your template a name and description. You can also choose to make the template available to all users within the report or only to you.

Use a template

If you have created a template, there are 2 ways to find your template. The first way is via ‘Feedback inbox’>'Export feedback'>'Export from template'.

A pop-up will appear, where you can select the desired template in the dropdown.

The other way is via ‘Feedback exports’>'Export templates', here you will find all your templates.