Modify Template dialog box for use with Excel files

Use the Modify Template dialog box to select the options used when exporting data for use with Microsoft Excel or other third-party applications.

Template Name: The name of the export template. Enter a name that describes the template or the activities to which the template will typically apply.

Subject Area: The areas of interest selected to export. Select the subject area to define its export specification.

The following tabs are available:

Default: Applies the default column setting to the template.

Related Topics

Columns tab - Modify Template dialog box for use with Microsoft Excel files

Filter tab - Modify Template dialog box for use with Microsoft Excel files

Sort tab - Modify Template dialog box for use with Microsoft Excel files


Last Published Tuesday, March 4, 2025