I created a custom export template. How can I go back and edit it?

Andy_deLivron

After creating an excel export can I go back and edit the report or must I create a new one from scratch? Desired edits could include adding fields, removing fields or changing column order.

Ted Harris

You should find the edit option for each export template you've created in either Settings > Policies > Group > [Policy Name] > Export Formats or Settings > Account > Preferences > CSV Export Formats:

If you think you're referring to a different template, check out this guide on templates you can edit and those you cannot for a bit more context here.

Sheena Trepanier

Hi @Andy_deLivron, great question! Any export template you create in your policy or personal settings should be editable. This means you can add and remove columns, change the name, or even the export format as needed.

Cheers!

jonm

Any ideas how you edit them - I can't find an edit option ?