Report export templates: Difference between revisions

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==Example of a data export template==
==Example of a data export template==
You can download a template by clicking on the link below:
You can download a template by clicking on the link below:
*[https://s.pfx.so/pf/5a/wVMG58.xlsx|Report: Time tracking]
*[https://s.pfx.so/pf/5a/wVMG58.xlsx Report:Time-tracking]


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

Revision as of 09:51, 24 January 2025

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.

Example of a data export template

You can download a template by clicking on the link below:

Go To