Upload the template file and configure template options.

  1. From the top menu, select Administration > Reports
  2. Click Add Template.
  3. Enter the template name.
  4. (Optional) Enter the description.
  5. From the Entity drop-down menu, select the entity type.
  6. From the Data Format drop-down menu, select the output format.
    Note: The output format must align with the syntax of the template file.
  7. From the Template Scope drop-down menu, select whether the template is for a single record or multiple record
  8. Drag the template file into the upload area or click Browse File to select the file.
  9. Under Authorization select if this template should be available for all business units, or only selected business units
  10. Click Add Export Template.