Xporter templates contain the fields, layout information and other logic required for your custom formatted reports. You can generate reports from your templates on demand or on a schedule, and have them sent to you by email or FTP (click the links to learn more).
This is a template, including columns, formatting options, filters, and automatic generation settings for an Order report
We provide some common templates you can modify to help get you started quickly, or you can start from a blank template. Click here to learn more about the template library, where you can access starter templates or start a new template from scratch.
Templates contain the following information:
- The fields to display on the report
- The order of the fields (sorting)
- The filters to be applied
- Custom fields and rows (calculations)
- Advanced settings, including formatting and file type options
- Automatic generation (scheduling) settings
Please dont hesitate to reach out to support for any questions!