Super admins can now configure custom data exports for the below:
-Charge export
-Container
-Customer
-Driver
-Order
-Purchase credit note
-Purchase invoice
-Sales credit note
-Sales invoice
-Subcontractor
-Trip
-Vehicle
This feature allows the Super Admins to create custom CSV and Excel documents based on data that is available in Qargo.
Configure custom export
1. Navigate to CONFIGURATION > Templates. Click on 'File exports/downloads' in the left hand menu.
2. Click on 'Create Export'. Select Export document type+Name the Export type:
3. Select the 'Qargo Field' you want to make visible in your export file.
Click into the drop down. Scroll to find the option. Alternatively, start typing and the list will show the data options.
The options that show in the drop down will depend on the 'Export Type' selected.
Click 'Add Field' to combine more data to on the export.
Select the format the report should generate in (CSV / Excel)
Click Save.
4. Once the export configuration is saved, Navigate to the appropriate tab. In this example, we configured the report for 'Orders', so we will navigate to the Orders List.
To run the report, click on 'Create Export' and select the report from the list.
Select if this will run for ALL records or select which orders should be included.
Click 'Export' if selecting rows.
The report will generate and download.
Configuration options
Edit Column Headers
It is possible to update the Column Header to something more meaningful to the user. When the report generates, the column headers will show the revised verbiage.
Adjust the order of the fields so that the columns show up in a more meaningful way. This allows the user to configure the export quickly and make adjustments easily.
Templates will show under the 'ACTIVE' tab under File Exports / Downloads option
New Profitability & Cost options
When configuring custom reports, there are options available that will include the PROFITABILITY from the order.
Generate the Export
The new template will be available on the List page under the 'Export' button.
Select if the report will run for ALL records or select rows to include only.
Using Filters, combined with the ALL option allows users to pull more granular data
Deactivate / Reactivate Export Template
If the export is no longer applicable, deactivate under the 'Templates'.
Click the Archive icon next to the template that is no longer needed.
The template will immediately move to the Inactive tab.
To reactivate, click the Archive icon to move the template back to Active.
