Custom Template

Use a custom template when you want full control over exported data and file structure.

Create a Custom Template

1. Go to Templates.
2. Click Add template.
3. Select Custom.

4. Configure Main Info.
5. Configure Sheets, Fields, Columns, and optional Filters.
6. Configure optional Scheduler, Storage, and Email Notifications.
7. Click Save.

After saving, you can click Create in the confirmation dialog to generate a file immediately.

warning

Each sheet must have at least one selected field.

info

If CSV format is selected, only one sheet is allowed. Use Excel for multiple sheets.