How to create an export profile

At Indecab, we understand that the data your customer requires in a report can vary from customer to customer. An export profile helps you create a preset report download format to address such situations. It allows you to select and permanently save the fields you would like to include in your Excel & PDF reports. This article will help you learn how to create export profiles that can be used while exporting data.

How to create export profiles

To create an Export profile, simply select the fields that you want in the report and click on the Save as new button next to Select Export Profile. Name the export profile and click on Save.

You can also edit the export profile by simply selecting the export profile from the drop-down - make the changes in the selection of the fields to be included and click on Update. The export profile will be updated.

If you want to rename the export fields, you can simply click on the field name and rename it.

You also have the option of rearranging your export fields. You need to simply click on Re - order and change the order of the columns. Once done re-arranging, click on the Back to selection button and hit Save.

If you want to edit an export profile, simply select the profile and click on EDIT and make changes to the profile name, required fields and click on Save

To delete unused profiles, Select the profile from the dropdown - click on EDIT then click on Delete