Report export templates: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| Line 5: | Line 5: | ||
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. | ||
Revision as of 07:14, 6 June 2020
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.
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.