Save Report/Export Settings as a Template

Background

Always want to export the same columns? Always want a specific column name labeled as something else? Expedite future data exports by saving a report template.

Instructions

Create a Report Template

Under the field Name, create a name for your report format.

Click Save

Using Previously Created Report Templates

To use previously created templates, click the name from the Presets list.

Delete Report Template

Click the Trash icon to delete a report format.