Reports > Excel Export Reports | Custom Excel Export

Custom Excel Export

The Custom Excel Export allows you to select the data you want to export.

 

To run the report go to Reports on the Items List View and select Custom Excel Export.

 

If you don't see this report in your Reports menu option and you would like to have them, please email Support@TheSmartDesigner.com to request that they be added.

Select fields to export

Click on the + in the left column to add a data field to the export. You can also indicate how to sort the data and which columns to summarize.

Load Saved Export set of fields

If you have already saved an export set, click on the Load Saved Export... button to select the export set you wish to use.

 

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Deselect fields to export

Click on the - in the Remove column to remove a field from the Included fields list.

Save Export set of fields

If you think you'll want to export the selected fields at a later time, you can click the Save Settings.. button to save the set of fields.

 

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