Overview
Imagine the tedious task of creating a new Excel® sheet, manually copying and pasting crucial employee data, and navigating the risks of errors, formatting challenges, and other mind-numbing tasks.
With Indigo, you can export this data to Excel® spreadsheets with a single click, saving you valuable time. Plus, you can save grid templates for future use, making the process even more efficient with just a few additional clicks.
📋 Note: The features described in this article are specifically for those accessed via the Export File button, found in the toolbar of HR > Main > Employees and several related tabs.
Saving a Template and Exporting
Begin by locating the Export button in the current grid (in this case, we are using the Employees screen).
The following window will pop-up. Adjust the settings as needed.
File Name & Description: What you would like the file name and description to be.
Sheet Name: Change the sheet name in which the exported data will be displayed.
Export with Current View Filter Selection: Checking this box will export the data in the grid which is available when using the grid filter.
Column Selector (#): Choose the columns you wish to include in the export. The number in brackets indicates how many columns have been selected, and your marked selections will appear in the Selected Columns section.
Should you wish to save your column selection as a template for future use, insert a name for it in the Template Name field, and click Create Selection Template.
Once done, click Export Selection.
💡Tip: To load a template, click it in My Selections. Notice that this will also bring up a Delete Selected Template button in the bottom right corner of My Selections. Click this to delete the selected template.
Download Blank Import Template is used for importing data.