Export templates define what data is included in your exports. You can create different templates for different purposes, for example, for payroll, your MIS, or client reporting, and reuse them whenever you need.
Creating an export template
Go to Workspace settings via the gear icon.
Click Export, then the Templates tab.
Click + Add new.
Name the template.
The center panel shows the columns already included in the template. You can remove any of them, or browse the Available columns panel on the right to add more.
Save.
What columns are available
Available columns cover event details, client information, asset and address fields, assignees, custom fields, and more. Custom fields you have set up for your workspace appear here too.
Once a template is saved, you can use it when exporting from the Events page or when setting up an Export automation.
FAQ
Can I have multiple export templates?
Can I have multiple export templates?
Yes. There is no limit to the number of templates. Create as many as you need for different use cases.
Can I edit an existing export template?
Can I edit an existing export template?
Yes. Open the template from the list, make your changes, and save. Changes apply to future exports using that template.