The Saved Export feature allows you to create custom export templates for event data — choosing exactly which columns to include, arranging their order, and saving those preferences for future exports. You can also pair these templates with saved views to automate exports that are sent to specific people on a schedule.
1. What You Can Do with Saved Export
With Saved Export, you can:
Create export templates that define which columns to include in your exported files.
Customize column order through drag and drop.
Save and reuse templates for manual or automated exports.
Edit or delete existing templates at any time.
Export data manually from the Events list using your templates.
2. Creating an Export Template
Admins can create and manage export templates in the Workspace Settings → Configurations → Export → Templates tab.
Steps to Create a Template
Click + Add to create a new export template.
Enter a unique name for the template.
Choose which columns you want to include.
Drag and drop columns to change their order.
Save your configuration.
Changes are saved automatically, so there’s no need to click a separate “Save” button.
Notes
You can create multiple templates if you need different export formats for different purposes.
Each company with the Saved Export feature starts with a default Vantage Export Template, which can be edited or deleted.
3. Managing Export Templates
On the Templates page, you can view all existing export templates.
Templates are listed alphabetically.
Clicking a template shows its column configuration on the right side.
You can rename a template by clicking the pencil icon next to its title, editing the name, and confirming with the tick icon.
You can add, remove, or rearrange columns in any existing template.