Using Export Manager to create Customized Reports
Every Document on the system can be exported. Exports that are frequently used can be templatized by Creating a Template for the Export under Settings.
Navigating to Exports Templates
- From the Finly Dashboard Navigate to the Settings Option from the navigation bar on the left side of the screen.
- Choose Export Templates option from the navigation bar inside the settings tab.
Create Templates to Save Default Export Options
Template of Export can be created for various documents across the system such as PO, Invoices, Payments etc.
- Choose Create Template to create a customized template for exporting your report.
- Fill in the name for the template in the Template Name field.
- Choose the document under which the Export template option needs to be available from the Document Type drop-down menu.
- Choose the Report Format for the report from the drop-down menu.
- Fill in the Report Description in the description field.
Using Labels to rename the Column Header Names in the Export File
Label is the name of the Column Name in the file to be Exported.
Value is the identifier for the data to be populated from the Finly Database.
The Label Drop Down will be dependent on the Document Type and will show the fields from the respective Document.
- Click on the Pencil Icon to activate the edit option & edit the Label & Values.
- New Labels can be added using the Add Item option at the bottom of the drop down menu.
- After Editing the Label and Value fields, the changes could be locked by pressing the Pencil Button again.
- In order to add new columns to the report use Add Label at the bottom of the screen.
- In order to remove columns from the report use the Red Color Subtract Button against the column label to be removed.
Filter Export Data using Conditions for Export
- Update Conditions under the Conditions Tab to ensure export is as per the required criteria.
- Various combinations of conditions and segmentation can be made using AND and OR conditions.
- Reports can be segmented using the Select Fields options in the Conditions Tab.
Sharing option to Export Reports
- Any Report Template created can be shared among other user's by choosing between Just Me & Everyone under the Sharing Tab
- Click on Save Template to save the new report template which you have customized.
- The Report Template created will be available in the respective Document type tab for Editing in later stages.
Related Articles
How to Export Data
Navigating to the Required Document type Choose the required document type from the navigation bar. Click on the Export button. Choose the required template from the drop-down menu within the Export option. Click on the Export button at the bottom ...How to Create and Manage Reports within the Dashboards
Navigating to Insights Insights is an add-on module that is available only for the Admin Users. Choose the Manage option from the Navigation bar and select Insights from the drop-down menu. Creating a Report in the Dashboard Choose the required ...How to Create and Manage Dashboards
Navigating to Insights Insights is an add-on module that is available only for the Admin Users. Choose the Manage option from the Navigation bar and select the Insights from the drop-down menu. Creating Insights Dashboard Choose the Create New ...How to Create a Scoped View for Better Navigation
Navigating to Create New Views Choose the required document screen of your choice in which you need to create a customized view. Click on the kebab (three vertical dots) menu button and choose the Create New View option. Customizing the View Click on ...How to Create a Budget Group
Navigating to Finly Budgets Click on the Organization Logo/Entity Switch button to switch between the entities. From the Multi Entity Selection screen, choose the Finly Budgets entity. Creating a Budget Group In the Budget screen, click on the Create ...