TABLE OF CONTENTS
Context
The CSV exporter allows system administrators to create templates for CSV exports.
- Combine data from multiple modules into a single export.
Example: Export all obligations, sub-obligations, and related actions in one file.
- Decide whether the template should be visible
to all users or remain admin-only.
Important Notes
- Feature is only available to system administrators.
- CSV files cannot store formatting or colours.
- Available in version 4.22.31 and newer.
How to find an existing CSV Exporter Template?
You can view or edit existing CSV Export Templates by following the steps below:
- Go to Admin > CSV Exporter Templates.
- Use the module dropdown in the top-right corner to filter templates by module or select 'All Modules' to view all available templates.
- Check the Inactive filter if you can’t find your template. Templates can't be deleted, only deactivated, inactive ones are hidden by default.
- To edit the columns of an existing template, click the hyperlinked title. To modify the template settings, click the pencil icon.
How to Build a CSV Exporter Template
- Go to Admin > CSV Exporter Templates.
- Click 'Add' to create a new template and give it a distinct name.
- Select a module as the starting point and configure
the settings.
Template Settings
Tip: You can change template settings later.Setting
Default
Description
Enable
✅ On
Template is active and usable.
Visible
❌ Off
Makes the template available for CSV export to non-admin users.
Adding Columns
Add all relevant fields to the template
- Header title: The column name in your CSV export.
- Select field: Choose the relevant field from the dropdown and save.
- Use the three dots button to: Add a column (left/right), Clone column or Delete column
Multiple Fields in One Column
- You can select more than one field and it will appear below the first field in the same cell.
- Select other module data you want to export in your
export
You have two options how you can add data from another module:
Enter the module name and select it (modules show with ‘Relationship’ underneath).- Use the Child Template dropdown to select or create
templates for related modules. Best for structured reporting (e.g. PowerBI etc.), it’s showing one
field in one column. The column heading will have a prefix of the child templates title and the column
title.
OR
- Click ‘Add Step’ and
‘Fields’, then add the relevant fields all in the same column. This is helpful if your report
should be read by other employees, since it reduces the necessary columns. This will only display the
column title.
Note: Some data is stored only at the child level. In that case, link the child template to another child template, not the parent.
Steps and Advanced Options - Use the Child Template dropdown to select or create
templates for related modules. Best for structured reporting (e.g. PowerBI etc.), it’s showing one
field in one column. The column heading will have a prefix of the child templates title and the column
title.
- Select
advanced options to add multiple fields in one cell, apply filters, calculations or other operations.
After selecting a relationship, you can add steps:
Step Type
Function
Fields
Add fields that should be displayed (described as above).
Filter
Apply one or more saved filters from the module to the data being displayed.
Calculation
Apply count, min, max, avg, or sum (differ depending if it is a number or date field).
Operation
Run actions like First/Last, Join (with separator), or Remove Duplicates.
Join combines a collection of records or values into a single text string, separated by a chosen delimiter. This is responsible on how multiples values are being presented.
Adjusting Column Order - Re-order the columns as necessary
Use arrows to move a column left or right.
Or drag & drop using the middle icon.
- Preview
the template to make sure the export looks like expected
- By default: All obligations are shown.
- Click Preview (top-right corner).
- Refine with search, dropdowns, or filters.
Note: Child templates show in the column heading with the child template’s title as a prefix.
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