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.
==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).

Latest revision as of 08:14, 14 November 2024

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.

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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