Create and Manage Export Report Templates in Mountaineer Marketplace

Overview:

These instructions show you how to create and manage export templates. 

Resources:

Creating a template:

  1. Access Mountaineer Marketplace.
  2. In the upper left corner icon panel of Mountaineer Marketplace, click the Orders icon.
  3. Choose the type of document to retrieve.
  4. After documents have been retrieved, click the Export All dropdown and choose Manage Search Export.
  5. Choose Export Templates.
  6. Click the dropdown menu for Create Template for and choose the type of document for which you want to establish a template.
  7. Choose what your template will contain.
    • How do you want your custom export file? (Recommended: All in one file)
    • Which Custom Fields do you want? (Recommended: Let me choose)
  8. Click Next.
  9. Check the box for each system field you want to retrieve for your exports.
  10. Click Next.
  11. Give the template a name and click the Submit button.
  12. The template has been created.

Applying the template to a search:

  1. Run a search. After the results appear, click the Export All dropdown and choose Export All or Export Selected Rows.
  2. Export Request Options:
    1. Name the export
    2. Click the Type dropdown and choose User Defined Template.
    3. Choose the template to apply.
    4. Click Submit
  3. In the success confirmation message, click Manage Search Exports.
  4. When the export status shows Completed, click the zipped file name.
  5. Choose whether to open, save, or cancel.
  6. The spreadsheet shows only the fields you chose in step 7 above in creating the template.

Details

Article ID: 49318
Created
Wed 2/28/18 3:51 PM
Modified
Wed 7/14/21 3:44 PM