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Export Templates

You can download the expense report data from your Zoho Spend organization to your computer by exporting them. While exporting this data, you might want to export details from specific fields only. In this case, you can create your own Export Template and select the specific fields from which you like to export the report data.

Using an export template, you can:

  • Select the fields you want to export
  • Re-order and re-name them according to your preferences.

Scenario: Brandon is the manager of the sales team in his organization. He periodically shares the expense reports created by the sales team with the members of the management. Brandon creates an export template and selects the important fields that will be useful to the management team to make informed financial decisions.

Create Export Template

You can create more than one export template and choose an appropriate template while you export data.

To create an export template:

  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Click Export Templates under Developer & Data.
  • Click + New Export Template on the top right corner.
  • Enter a name for the template.
  • Click Choose Columns, select the fields you would like to export under this template and unmark the unnecessary fields.
  • Click Add.
  • If you want to change the display name of a field, enter a different name under the Display Name field.
  • To rearrange the fields, drag the Reorder button on the left side of the field.
  • To remove a field from the table, hover over the field and click the Remove icon at the right corner of the field.
  • Click Save.

Your export template will be saved and you can use it while exporting a report.

Edit Export Template

Here’s how you can edit an export template:

  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Click Export Templates under Developer & Data.
  • Hover over the template you want to edit and click More next to it.
  • Click Edit.
  • Make the necessary changes and click Save.

Delete Export Template

Here’s how you can delete an export template:

  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Click Export Templates under Developer & Data.
  • Hover over the template you want to delete and click More next to it.
  • Click Delete.
  • Confirm your action by clicking Delete in the pop-up.
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