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| − | __NOTOC__
| + | #REDIRECT [[Exporting_Reports#Custom_Export]] |
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| − | [[Image:Custom Export.png|link=|800px]] | |
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| − | The Custom Export settings allows users to configure the information they wish to export from SmartSimple to external applications such as MS Word, MS Excel or Quickbooks.
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| − | 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.
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| − | The following sections appear on the Custom Export page:
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| − | * Header - defines the text and column headings that will appear above the main body of the report.
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| − | * Fields - used to select the columns to be exported.
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| − | * Detail - used to store the selected columns to be exported.
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| − | * Footer - defines the text that will appear below the main body of the report.
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| − | * File Extension - used to define the format of the exported report, indicating the external application that will be used to display the report.
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| − | =Header=
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| − | Defines the text and column headings that will appear above the main body of the report.
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| − | Basic descriptive text can simply be typed into the Header field.
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| − | [[Image:Custom Export1.png|link=|800px]]
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| − | When the report is then exported this text will appear at the top of the report, above the main data.
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| − | [[Image:Custom Export2.png|link=|800px]]
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| − | If there needs to be multiple lines of text then simply go onto a new line within the Header section.
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| − | [[Image:Custom Export3.png|link=|800px]]
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| − | ==See Also==
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| − | * [[Global Report Template]]
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| − | [[Category:Reports]]
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