Report export templates

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This subsection of the Documents section contains all report data export template files available to a user.


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  • It contains only the files that a user can edit. These usually templates that the user themselves has created.
  • Having all available templates in one place makes it easier to review them and replace them as needed.


Template requirements

  • Template files must be XLSX files (Excel files) or XLSM files (Excel files with macro support).
  • The sheet where Planfix will export the report should be first.
  • Even if the first sheet is hidden, the report will still be exported to it.


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