Report export templates: Difference between revisions
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{{#seo: | |||
|title=Report export templates | |||
|titlemode=append | |||
|keywords=planfix, template, report, export | |||
|description=Report export templates | |||
}} | |||
This subsection of the '''Documents''' section contains all [[Data export templates for reports | report data export template files]] available to a user. | This subsection of the '''Documents''' section contains all [[Data export templates for reports | report data export template files]] available to a user. | ||
https://pic.planfix.ru/pf/jf/lgQ3t5.png | https://pic.planfix.ru/pf/jf/lgQ3t5.png | ||
*It contains only the files that a user can edit. These usually templates that the user themselves has created. | *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. | *Having all available templates in one place makes it easier to review them and replace them as needed. | ||
==Example of a data export template== | |||
You can download a template by clicking on the link below: | |||
*[https://s.pfx.so/pf/5a/wVMG58.xlsx Report:Time-tracking] | |||
==Template requirements== | ==Template requirements== | ||
*Template files must be XLSX files (Excel files) or XLSM files (Excel files with macro support) | *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 | *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. | *Even if the first sheet is hidden, the report will still be exported to it. | ||
Latest revision as of 09:52, 24 January 2025
This subsection of the Documents section contains all report data export template files available to a user.
- 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.
Example of a data export template
You can download a template by clicking on the link below:
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.