How to Create a Custom Export Template

Step-by-Step Tutorial

Custom Export Templates simplifies reporting for our customers as it enables them to export only the data they choose in a format that best suits their needs.

Step 1: After signing into codeREADr, click the “Scans” link in the navigation bar at the top of the page.

Scan Navigation Link

Step 2: Click on the ‘Export templates’ link in the Navigation Bar near the top right corner of the screen.

Export Templates

Step 3: Name the new customized report template.

Name Scan Template

Step 4: Simply drag and drop the items to the right column to add them to the export template.

Drag and drop scan flow

Step 5: Click ‘Save Template’

Save custom templates

Step 6: Now this custom template will be available for selection in the “Output format” drop-down box on the Scans page.