CSV Export Templates

Overview

The CSV Exporter allows system admins to build custom export templates that control exactly which fields and data appear in a CSV export. Templates can be made visible to all users across the relevant module, giving everyone the ability to export data in a consistent, predefined format.

Key Notes

• Only system admins can create and manage templates, and access the preview/export page
• Templates control format, not data access — users only see data they already have permission to view
• Child templates are also available as a feature for more advanced use cases

Accessing CSV Export Templates

1. Go to the Admin area
2. Navigate to CSV Export Templates
3. By default, you'll see templates across all modules. To work within a specific module, select it from the module filter (e.g. Audits) — this filters the list to show only templates for that module.

Creating a New Template

1. With your module selected, click Add
2. Enter a Title for the template
3. Configure the following flags:
   • Enabled — Controls whether the template is active and usable. Unticking this hides it from use.
   • Visible — When ticked, the template appears as an export option wherever that module supports exporting (e.g. from a list view or dashboard). This makes the template style visible to users — it does not grant access to any data they couldn't already see.
4. Click Save — you'll be taken directly to the Template Builder.

Using the Template Builder

The template builder works similarly to a spreadsheet. Columns are labelled A, B, C, D, and so on, and the total column count is shown at the top.

Adding a Column

1. Click the + button to add a new column
2. Enter a column title (e.g. "Audit Title")
3. Select the field you want to populate that column — start with Fields from the type selector
4. Click Save

Best practice: Stick to one field per column. Multiple fields in a single column will appear together in one cell, which is rarely what you want.

Editing and Managing Columns

• Pencil icon — Edit a column's title, field, or order
• Three dots menu — Options to add a column to the left or right, clone the column, or delete it
• Drag and drop — Columns can be reordered by dragging

Working with Sub-modules (e.g. Actions)

When you select a field that is itself a sub-module (e.g. Actions), you get an additional Add Step option. This unlocks four options:

Note: Filter and Calculation options only become available once you've selected a sub-module field. If you want to calculate a filtered result (e.g. count of active actions only), apply the filter first, then add a second step for the calculation.

Example — Active Action Count column:

1. Add a column, select Actions as the field
2. Add Step → Filter → select your active actions filter
3. Add Step → Calculation → select Count
4. Save

Fields of type Relationship also offer the Add Step option and can be filtered similarly.

Auto-save and Version History

• The template builder auto-saves — you don't need to manually save column changes.
• Use Edit (top of page) to update the template title or visible/enabled flags at any time.
• Versions shows a full history of every change made to the template, including changes by other users.

Previewing the Output

Click Preview to see a live sample of the export. This shows exactly how the data will appear in the CSV — including how multiple values in a single cell are displayed — so you can validate the output before sharing the template with users.

Exporting from the Template Page

From the preview/export page (admin only), you can:

• Search for a specific record and export it immediately
• Select from a list of records
• Apply a filter and export the filtered results

Click Export to download the CSV directly.

Using a Template in the System

Once a template is saved and marked as Visible, it becomes available to all users in the relevant module's export flow.

Example — Exporting from the Audits list:

1. Go to Audits → switch to List View
2. Select the records you want to export
3. Click the Export button
4. Your custom template will appear alongside the standard export options
5. Select the template and export — the CSV downloads in that template's format