Very simple to use, this window is divided into 2 main sections:
 

A.Fields to export: By default, all visible fields in the section of the window for which you wish to export the data will appear in this section when the window opens. To remove some fields from the export file, move them to the right using the arrows in between.

B.Available fields: This section shows fields that are available but not visible on the screen. To add these fields to the generated file, move them to the left.

C.Preview tab: Click on this tab to preview the result in table form.

The various buttons in the window allow you to perform different actions:

1. These up and down arrows change the order in which the fields to be exported appear in the generated Excel file.

2. These arrows, from left to right, are used to add or remove fields to be exported.

3. Loads a previously saved export template for a similar data set.

4. Saves an export template, which will include the fields indicated in the export fields section.

5. Check this box to include column headers with the relevant field labels.

6. This button saves (exports) the data to an Excel file on your computer, in .xlsx or .csv format.

To create an export template, you must first initiate the export procedure by opening the DIE007 window in the window and section where the data concerned is located. In the example below, we will create a template for the list of applications for a temporary request from the Shift Management window:

1.Click in the area where the data to be exported is located to ensure that the focus is in the right place. In this case, for an application list taken from the planner, click on a line in the planner.

To include only some specific data in the exported file, add the appropriate filters. Only data visible on the screen will be exported.

2.In the Home ribbon, click on Export. The DIE007 window opens.

3.Check the fields included in Fields to export, and use the button to remove any fields you do not wish to export.

4.If you wish to change the order of the fields, use the up or down arrows to move the selected fields in the list.

5.If some fields weren't visible at the start, but you'd like to export them, select them from the available fields and click the button to move them to the left.

6.To preview the result in tabular form, click on the Preview tab.

7.Once you're satisfied with the result, click on Save export template. Name the template, select the file type (.xls, .xlsx or .csv) and indicate whether the template is to be shared with other users.

8.Once the template has been created, simply click on Load export template to re-use it.

Templates will only be available in the same context. If a template is created in the planner, for example, it can only be loaded from there.

In the example below, we'll export the list of applications for a temporary request from the Shift Management window:

To export the data to an Excel file (.xls, ,xlsx or .csv formats):

1.Click in the area where the data to be exported is located to ensure that the focus is in the right place. In this case, for an application list taken from the planner, click on a line in the planner.

2.In the Home ribbon, click on Export. The DIE007 window opens.

3.Load an export template if required, or check the fields included in Fields to export and remove or add relevant fields using the arrows from left to right.

4.For a tabular preview of the result, click on the Preview tab.

5.Check the box if you wish to include field titles as column headings.

6.Click on Export data.

7.Select the format, name the file, select the location where it will be saved, then save.