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Creating Export Templates

Marnie George avatar
Written by Marnie George
Updated over 4 years ago

In order to generate reports in Lendesk, you can create a template first so that you can export the specific information you want from each application.

  1. On the export window, click on New Template

  2. Create a new name

  3. Customize the template by naming your column header title and adding a corresponding merge tag

Tip: Click on View Merge Tags, to see which merge tags correspond to the information you are looking to export.

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