Report export templates: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
 
Line 11: Line 11:
*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.
==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]


== Go To ==
== Go To ==

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.

lgQ3t5.png

  • 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.


Go To