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Export Template for Reports

Let’s take an example where you need to export reports from Zoho Expense to import it in your accounting software. While doing so, you may not require all the fields in the CSV or XLS file. In such cases, you can customize the export by creating an export template.

Creating an Export Template

To create an export template:

Creating a new template

Select fields for export template

You can now export the approved reports from the Approvals section using a template of your choice.

Editing or deleting an export template

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