Report export templates

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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.


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