You can design your own export formats by choosing from dozens of fields using the Custom Exports tool.
Click the green Add Custom Export Format at the bottom of this page.
This will open a new window that will ask you to name your Custom Export.
Select the Area
from the drop-down menu below the name. You can choose from many different areas such as:
- Key Stats
- and more
You will then see two columns below that will populate and change for each of the “Areas”. The left-hand column will say Available and the right-hand column will be labeled Selected.
Drag each desired block from the Available column to the Selected column. You can also click the arrow next to the Available option and that’ll place it automatically at the bottom of the list. Then, in the Selected column, you can drag them up or down and put them in any order.
Click the green Add Custom Export Format at the bottom of the window to save your new, custom export.
Click the Exports button at the bottom of the page and select the Excel: Custom Report button. This will populate the saved export list for you to choose from accordingly.
One thing to keep in mind when using Custom Exports with Advanced Search is the results will include all transactions found within a record when the Custom Export includes fields related to transactions. However, when Custom Exports are used with other transaction reports, the results will simply be the type of transactions found within the search details.