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Exporting Data

Summary Data Export Template

Updated 3 months ago

When you find that you are exporting the same data out of the application, we’ve made it easier with our new Export Summary Data template!

To create a new template, click the 3-dot button next to Columns and select New Export Template.

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Enter the name of the template, select whether or not it should be shared with all users, and select the elements you would like to export.  Click Save.

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Notice the template has been added to the Columns list. Click on the template and select Done.

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Click Export and your file will begin to download!

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