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You can create a Custom Export tailored to your specific needs.
Required permission:
  • Export Task
  • View custom export template
  • Create custom export template
Custom Export Form Display
Steps to Create a Custom Export:
  1. Click the dropdown on the “Custom Export” field, or alternatively, click the pencil icon (Custom Export Manager).
  2. Select “Add Custom Export”.
After clicking the “Add Custom Export” button, a pop-up window will appear where you can configure the settings for your custom export. Follow these steps to set up your Custom Export:
  1. Enter a name for your Custom Export.
  2. Search for the desired source by typing the name of the source in the search bar.
  3. Select the sources you want to include in the exported file.
  4. The Fields section displays the fields that will appear in the exported file.
  5. Click Save to store your Custom Export configuration.
Once saved, your Custom Export will immediately appear in the Data Export Details, and you can use it right away. Note: The Custom Export Name must be unique. You cannot have two Custom Exports with the same name. Tips:
  • To remove fields from the exported file, click the ‘x’ icon next to the field, or click the “Remove All” button to delete all selected fields at once.
  • You can also modify an existing Custom Export. Learn more about how to edit your Custom Export.