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How to export your template register to CSV

Learn how to export a register of your templates as a CSV file

Max Ma avatar
Written by Max Ma
Updated over a week ago

In Dashpivot, you can easily perform a stocktake of all the templates set up on your account and see how many times they have been used by downloading a register of these templates as a CSV file.

Accessing Your Template Register

You can access your template register in two ways:

  • Through your Home folder

  • Through your Team Folders

(Note: Learn more on the register view here)

Steps to Export a Template Register

1. Navigate to your Home Folder > All Templates, or a specific Template tab

2. Select 'Register' to switch the view from Grid to Register

3. Select the checkboxes of the templates you need included, on the left-hand-side. You can bulk select all your templates by selecting the checkbox next to 'Template Name'

4. Select Export CSV nin the navigation bar that appears at the top


Video Walkthrough: ​

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