|
|
| (15 intermediate revisions by 4 users not shown) |
| Line 1: |
Line 1: |
| − | __NOTOC__
| + | #REDIRECT [[Exporting_Reports#Custom_Export]] |
| − | | |
| − | [[Image:Custom Export.png|link=|800px]] | |
| − | | |
| − | The Custom Export settings allows users to define which report columns are to be exported out from SmartSimple to an external application such as MS Word, Excel or Quickbooks.
| |
| − | | |
| − | The image above shows the Custom Export settings that will result in the Company Name, Address, City and Country fields being pulled into an Excel file.
| |
| − | | |
| − | The following sections appear on the Custom Export page:
| |
| − | * Header - defines the text and column headings that will appear above the main body of the report.
| |
| − | * Fields - used to select the columns to be exported.
| |
| − | * Detail - used to store the selected columns to be exported.
| |
| − | * Footer - defines the text that will appear below the main body of the report.
| |
| − | * File Extension - used to define the format of the exported report, indicating the external application that will be used to display the report.
| |
| − | | |
| − | | |
| − | =Header=
| |
| − | | |
| − | | |
| − | | |
| − | ==See Also==
| |
| − | * [[Global Report Template]]
| |
| − | | |
| − | [[Category:Reports]]
| |
