Customizing Export Templates
The export template feature lets you create custom Excel templates for your exported lists of projects, participants and companies. All Insight users in your company can share the same template layout without having to manually rearrange, add and delete columns for each export.
NOTE: For more information, watch our Templates video.
This section covers the following topics:
Managing Export Templates
To view, edit and delete export templates:
1 | From the Welcome menu at the top right of any page, click your name and then click Manage Export Templates: Result: The Manage Export Templates window is displayed. |
2 | Choose from the following for your action:
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Creating Custom Export Templates
You can create your own customized Excel templates for your exports of project, company and participant lists.
To create export templates:
Assigning Export Templates to Users
Administrators can assign an export template to any of their team members. Note that there must be at least one export template created to use this feature.
To assign an export template:
From the Manage Export Templates window, select the template you want to assign from the list.
Click Assign.
In the Assign Export Template "All Participants" menu, select the users you want to assign to the template. Note that you can assign as many users to a template as you need.
Click Assign.
A message is displayed confirming your selection.
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