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Data export is a tool for general users to extract data to a CSV file for any purpose. You can also set up the PDF title here. Only the company admin can help to create a template as needed. It is fully customised. Let see how it work. First, log in to Company Area. Only the company admin can access this page. Click Settings and select Data export. How to create a Data export template? How to create a Data export template? Click the + button to add a template How to create a Data export template? Enter the template title and click OK to create. UPLOAD if you have a downloaded JSON file. How to create a Data export template? ADD COLUMN based on your design, how many columns you would like to have at the CSV file. and input the column title. How to create a Data export template? Checked the Include file in export box if you need to include PDF during download. How to create a Data export template? Click DATA EXPORT TEMPLATE to map data when ready. How to create a Data export template? Select process template or issue template under the category. How to create a Data export template? ADD FIELD to map data How to create a Data export template? 3 types of data can be selected to add as a field-
  1. Template Field
  2. Text
  3. Attribute
You may combine those for one column. Click on the logo to select. How to create a Data export template?

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Template Field

How to create a Data export template? select the field from the template. How to create a Data export template?

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Text

How to create a Data export template? Enter any text as a field, normally it will be used for a combination. How to create a Data export template?

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Attribute

How to create a Data export template? Can choose the attribute data of the process/issue template. Such as ID, Current Status, Status updated Date etc. How to create a Data export template? The update will be saved automatically, you may exit the page when you complete the setup, or you may select another process/issue template to continue setup. How to create a Data export template?

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Combination sample - 

How to create a Data export template? ❌ to remove and ＝ to reorder. How to create a Data export template? Done. ? Users can now use this CSV data export template to export data. Check this to know how it works at the project level.