Create and manage custom export templates

Custom export templates let you save data export layouts for quick reuse. In this article, you’ll learn how to create, update, use, and manage custom and system export templates.

Who can use this feature
	All plans
	All users
	All regions

What are custom export templates?

Custom export templates let you save an export layout and reuse it with one click. This saves time and helps keep exports consistent.

You can create your own templates or customize the system templates included with your account.

Template access depends on your role:

• Admins can manage templates for the entire account.
• Non-admin users can edit only their personal templates.

Route exports also include pre-built templates. These templates are available to all users unless disabled. You cannot rename or delete them, but you can customize their layout.

Custom export types

There are 5 types of custom exports to choose from.

Creating an export template

There are two ways to create an export template:

• From an export window
• From the administration settings  

Creating a template from the export window

You can create a custom export template from any supported export window:

• Route exports
• Driver exports
• Location exports
• Vehicle exports
• Planned vs actual exports

To create a template: 

1. Open a supported export window
2. Choose “Use template”
3. Customize the columns, or select “Use export template” to start from an existing template
4. Choose the columns and formatting you want
5. Click “Options” to choose export format including XLS, XLSX, or CSV
6. Click “Save as new” in the “Use export template” section
7. Then to export, click “Export”

If named templates are already available for that export, you can select one of them or choose “Custom export” to create a new layout. You may also see a “Quick export” option.

Creating a template from administration settings

To create an export template from administration settings: 

1. Go to “Administration→Settings”
2. Click “Import & Export→Templates” from the left menu
3. Click “+ Add”
4. Enter the export template name 
5. Choose the export type
6. Choose an access level to make the template available only to you or to everyone on the account
7. Choose which columns you want to start with
8. Add and edit the columns 
9. Click “Create”

Access levels include: “Personal” templates are visible and available only to you. “Account” templates are shared with all users on the account.

Extra options for export templates

When creating an export template, you can choose the export format:

• Export format - Choose from XLS, XLSX, or CSV formats

Route export templates also include these options:

• Include start and end locations - Adds start and end locations as additional stops in the export
• Include map view links - Adds Google Maps link for routes

Updating an export template layout

Updating an export template layout lets you control which data is included in the exported file.

You can update an export template layout in two ways:

• From an export window
• From the Administration settings

Updating a template layout from the export window

To update an export template from an export window: 

1. Go to the export window for the type you want to update
2. Choose “Use template”
3. Choose the template you want to modify
4. Make the changes on the template
5. Click “Update selected” in the “Use export template” section
6. Then if you want to export, click “Export”

Updating a template layout from the administration settings

To update an export template from the administration window: 

1. Go to “Administration→Settings”
2. Click “Import & Export→Templates” from the left menu
3. Click the template you want to edit
4. Click “Edit”
5. Make your changes
6. Click “Save”

Depending on the selected columns, a route export can be generated in one of two formats: "Exporting as route orders" - One row per order  "Exporting as route summary" - One row per route

Managing custom export templates

Renaming export templates

To rename an export template: 

1. Go to “Administration→Settings”
2. Click “Import & Export→Templates” from the left menu
3. Find the template you want to change the name for
4. Click on the pencil icon next to the name of the template
5. Change the name
6. Click the check mark to confirm and save

You can also rename templates from the export window by clicking "Update selected."

Pre-built template names cannot be changed.

Changing ownership

The "Owner" setting determines who can access an export template.

• "Account" — The template is shared and available to all users.
• "Individual user" — The template is private and only available to the selected user.

To change ownership:

1. Go to “Administration→Settings”
2. Click “Import & Export→Templates” from the left menu
3. Find the template you want to edit
4. In the “Owner” column of the tab, choose an owner from the dropdown list

Only an administrator can change the owner of a template.

Locking templates

You can lock a template to prevent changes from any users. This prevents standardized templates from being modified accidentally. 

To do this: 

1. Go to “Administration→Settings”
2. Click “Import & Export→Templates” from the left menu
3. Find the template you want to edit
4. In the “Locked” column of the table, click "Lock" to make it not editable by others. 

To unlock, click the lock icon to its open position. This will allow you and other users to modify the template. 

You can also lock templates from the export window by clicking the checkbox “Lock from further edits.”

Enabling and disabling templates

Enabling or disabling an export template controls its visibility across all users. 

• Disabled templates are hidden from all users in the export menu.
• Enabled templates are visible and follow previously configured access settings.

To do this:

1. Go to “Administration→Settings”
2. Click “Import & Export→Templates” from the left menu
3. Find the template you want to enable or disable
4. Use the switcher to turn them on (enabled) or off (disabled)

Deleting templates

Deleting custom export templates will permanently remove them from all accounts and users. 

To delete custom export templates:  

1. Go to “Administration→Settings”
2. Click “Import & Export→Templates” from the left menu
3. Click the template you want to delete
4. Click “Delete” and confirm

Pre-built templates cannot be deleted.

Managing templates within an organization

For users with multiple accounts in an organization, you can control which accounts have access to each template.

To do this: 

1. Go to Administration → Settings

2. In the left menu, select Import & Export → Templates

3. Click the template you want to update and a control panel will appear on the right

4. In this panel, choose which accounts should have access to the template

You can also enable Assign to all new accounts within the organization to automatically make the template available to newly created accounts.

Pre-built templates can also be shared across accounts, making it easier to standardize export templates across your organization.

By default, the template table shows only templates used by the current account. Click "Show templates from all accounts" to view and manage templates from other accounts without switching accounts.

Managing who can create export templates

As an admin, you can control whether users in your account can create and save export templates or use quick exports.

To do this: 

1. Go to “Administration→Settings”
2. From the left menu, click “Import & Export→Configuration”
3. Check "Users can customize and save export templates" to enable or disable this option for users in your account

Choosing default export format

As an admin, you can choose which export format is the default for all exports

To do this: 

1. Go to “Administration→Settings”
2. Click “Import & Export→Configuration” from the left menu
3. Choose your “Default export format” which can be XLS, XLSX, or CSV