Report export templates

From Planfix
Revision as of 09:52, 24 January 2025 by Dmitri (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

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