Templates Overview

A template defines what data FlexiExport exports, how the output file is structured, and where the generated file is delivered.

Templates contain:

• Main info, such as name, description, format, and file name pattern.
• One or more sheets.
• Selected fields and column names.
• Optional filters.
• Optional scheduler settings.
• Optional storage destinations.
• Optional email notification settings.

Start with Add a Template, then review Custom Template for the full template editor flow.