Update: Create Clients and Site/Build templates for customised exports
Within RaveBuild’s Client and Site/Build tabs, is the ability to export your information into CSV files with customised selections. Now, RAVE users can easily save their report criteria as a template for future export.
This means that you only have to enter the combination of search fields that you wish to export once, as they can all be retrieved in future via the load template feature.
For a step-by-step breakdown of how to use this new RAVE feature, continue reading below.
Custom exports in the Clients Tab
From your RaveBuild dashboard, simply select the Clients tab, then filter your clients by “Custom”.
Set your custom export criteria, on the next page, choosing from the dropdown fields provided.
Once you are happy with your search criteria, give your template a name and click “Save Template”.
Your saved template is now available for future use – just select the right template and click “Load template”. To continue with your export now, click “Export as csv”.
Custom exports in the Site/Build Tab
From your RaveBuild dashboard, simply select the Site/Build tab, then “Custom Export”.
Like previously for the Clients tab, set your custom export criteria, on the next page, choosing from the dropdown fields provided.
Once again, when you are happy with your search criteria, give your template a name and click “Save Template”.
Your saved template is now available for future use – just select the right template and click “Load Template”. To continue with your export now, click “Export as csv”.
Template names can be edited and/or templates deleted from the templates section of either the Clients or Site/Build tabs. This feature allows for organisation within the template list, for even quicker processing when completing custom exports.
For a complete view of all the technical updates and tweaks that have been made to RAVE recently, check out the Technical Updates section of our blog.
As always, if you need any support with RaveBuild, we encourage you to reach out to us at support@ravebuild.co.nz or call us at (NZ) 07-210-2228 or (AUS)1800-179-163