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Export

The Export section enables administrators to create and manage customised data export templates for various modules across the platform. These templates are used for Claims, Costing, Orders, and Styles, allowing you to define specific fields, formats, and conditions to tailor data outputs for reporting, analysis, or integration with external systems.

Company › Export

Export templates represent reusable configurations that define how data is extracted and formatted for export. By managing these centrally, teams can standardise reporting outputs, ensure consistent data structures for downstream systems, and streamline recurring extraction tasks across procurement-related activities.

Templates can be configured for one-time use or saved for recurring tasks. You can select which fields to include, define the output format (such as .xlsx or .csv), and apply filters—including date ranges—to ensure you get the exact data you need every time.

Quick Check - Before You Start
  • Confirm Site Settings › Company › Export access for your account (administrators often gate this under Roles & Permissions).
  • Know which Application (Claim, Costing, Order, Style, and so on) the export is for and the fields your downstream tool requires.
  • Run a small test export after changes so column order, headers, and quoting match spreadsheets or ERP imports.

Managing Export Templates

Add Export Template

  1. Click the Add New button at the top left.
  2. Configure the export settings in the pop-up window:
    • Export Format: Choose the output file type (e.g. .xlsx, .csv).
    • Number of Days: Set a date range to filter records.
    • Status: Specify whether the template is active or inactive.
    • Toggle options for Add Header or Include " " (to wrap fields in quotation marks).
  3. In the Selectable Fields area, define the structure of your export by adding or removing fields.
  4. Click Save to create the template.

Add Export Template

Edit Export Template

  1. Click the pen icon next to the template you wish to modify.
  2. Make the necessary updates in the pop-up window.
  3. Click Save to apply the changes.

Edit Export Template

Delete Export Template

  • Single delete: Click the trashcan icon next to a template and confirm the action in the pop-up.

Single Delete Export Template

  • Bulk delete: Select the checkboxes for multiple templates, then click the main delete icon that appears at the top of the table and confirm deletion.

Bulk Delete Export Templates

Other Actions

  • Filter – Use the dropdown to view templates by Application (e.g. All, Claim, Costing).
  • Search – Find a specific template by name using the search bar.
  • Download – Click the download icon to generate and download a file using that template.

Other Actions

Best Practice

Build and save templates for recurring tasks such as monthly financial reports or weekly order summaries. Standard templates ensure consistency and save time when exporting data on a regular basis.

Table Flexibility

Users can tailor the table layout using the following controls:

Feature Description
Sort by Ascending or Descending Reorder templates by clicking on any column header.
Pin Column Lock important columns in place while scrolling.
Autosize This Column Automatically resize the specific column to fit its content.
Autosize All Columns Applies autosizing on all columns.
Choose Columns Show or hide individual table columns.
Reset Columns Return the table to the default configuration.

Customisable Table

Tip

  • Create standard templates for recurring tasks such as monthly financial reports or weekly order summaries to ensure consistency and save time.
  • Test for compatibility: when creating a new template, run a test export to ensure the format and data structure are compatible with any downstream systems, such as Excel or an ERP.
  • Use specific naming conventions: give your export templates clear and descriptive names (e.g. "Monthly Style Costing - Finance") to make them easy for your team to identify.
  • Use the Filter and Search features to quickly locate templates when managing a large number of export configurations.

Troubleshooting

Why is my downloaded file empty or missing rows I expected?

The Number of Days filter and Status (active/inactive) limit which records are included. Very narrow date windows or an inactive template can produce sparse output.

Steps to resolve:

  1. Edit the template and widen Number of Days or adjust the date range you use at export time.
  2. Confirm the template Status is Active if you are using saved templates from the list.
  3. Use Download again after saving changes.
Why does my CSV not open correctly in Excel or our ERP?

Delimiters, quoting, and headers must match what the consuming system expects. The Include " " (wrap fields in quotes) and Add Header options change how files parse.

Steps to resolve:

  1. Enable Add Header if the target system needs column names in row one.
  2. Toggle quoting if commas or line breaks inside fields break the import.
  3. Re-run a test export and import into a copy sheet before relying on the template in production.
Why can I not find a template in the list?

Large template libraries are easier to manage with Filter (by Application) and Search (by name). The template may also be inactive.

Steps to resolve:

  1. Set Filter to All or the correct application (Claim, Costing, Order, Style).
  2. Clear the search box and try a partial name match.
  3. Check whether the template was set inactive and re-enable it if appropriate.