Save time with DocHub and Save Annual Report Template – Foreign for Profit in JPG

Aug 6th, 2022
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How to Save Annual Report Template – Foreign for Profit in JPG

5 out of 5
4 votes

hello and welcome to another customer self-service video in todays video i will show you how to create a custom export template in order to export custom fields from your reports currently if you create a user defined field that has a formula in it when you export that report the custom formula field does not appear in the excel spreadsheet export export templates can be used to define what data is included in the exported report and how that data is displayed these templates can also be used to include formulas so when you extract the report the data for the custom field will be available in the exported spreadsheet now i will walk through an example of how to create a custom export template for this example i have created a simple report using the invoice fact table in this report i have created a user defined measure field called difference in po amount and invoice amount so looking at our custom measure field we can see that the formula is sum of po amount minus the sum of the am

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