βSuper admins can now configure custom data exports for the below:
-Container
-Credit note
-Customer
-Driver
-Order
-Purchase invoice
-Sales invoice
-Subcontractor
-Trip
-Vehicle
π€ This feature allows the Super Admins to create custom CSV and Excel documents based on data that is available in Qargo.
β
Below is how it is configured:
β
1. Navigate to Configuration Templates and Click on "File exports/downloads"
β
β
2. Click on "Create Export" And select Export document type+Name the Export type:
3. Click on "Next" to now select your columns in your export.
β
Select the information field you want to make visible in your export file and name the header.
β
Below is a short video of how to select these and how tp rename the Column headers:
4. If applicable, adjust the order of the fields so that the columns come in the same order as how the setup was done.
5. Click on Next after the adjustments are done and make selection what type of file Export you want to Create between 2 options: CSV or EXCEL
After the selection of the file type, click on "Save"
βWhat you have created as an export file will be listed under Active templates:
Now you can navigate to the related page for which you have created the Export File(eg. If you have created the Export file for customers -> navigate to the customeras page).
β
Once a new export has been created, it will show up in the Export
button located on the right top of the page as in below example:
β
You can Use filters and execute the export or pull a full export without filters applied.
β
To deactivate the Export option, you can navigate to Configuration Templates "File exports/downloads" and deactivate the export file with the trash icon located on the right side of the line:
β
β