How do I create an Export Template?

An export template can be created 2 ways:

1. From the Index Screens Listed below

• All Candidates
  
  
• All Companies
  
  
• All Events
  
  
• All Placements
  
  
• All Vacancies
  
  
• All Visits

By clicking 'Export CSV from the taskbar'

From the export template screen click on the green add icon

OR 

2. From the users Profile by clicking on

In the New Export Template modal window complete the details below -

• Name - Select a name for your template
  
  
• Export Template for - select which entity (as listed above) for which you want the template to exist against
  
  
• Export Fields - select the fields from the entity you want to add to the template

NOTE: The export fields will change dependent on the entity selected

• Description - free type field

Then click

The template can now be used when exporting search results to CSV from the selected entity