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A column set is a saved choice of columns and their order. When you export with a column set, the file holds exactly those columns, left to right in the order you set. Column sets replace the custom export templates of earlier versions. Click Column sets on the Export page, or the pencil next to Columns in the New export dialog.
Required permission:
  • Export task
  • View custom export template
  • Create custom export template, to build a set
  • Edit custom export template, to rename or edit a set
  • Delete custom export template, to delete a set
Column sets
Each row shows the set’s name and how many columns it holds.
  1. Rename: change the name in place. Press Enter to save it, or Cancel rename.
  2. View: see the set’s task types and columns, in file order.
  3. Edit: change the name, task types or columns.
  4. Delete: remove the set.
  5. New: build a new set.
When there is no set yet, the dialog reads No column sets yet, with New below it.

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Build a column set

Click New, or Add a column set in the New export dialog.
Build a column set
  1. Name: a unique name, using only letters, numbers and spaces. Two sets cannot have the same name.
  2. Task Type: the task types whose columns are on offer. The columns of every chosen task type are merged into one list. Besides your task types, you can pick Trip Activity, which adds Username, Start Trip, Start Trip Coordinate, End Trip, End Trip Coordinate, Total Distance (km) and Total Duration (minutes).
  3. Search columns: find a column under On offer. The columns are grouped under Task information, Routing, Other, Media, Field and Trip activity. Click + to add one to the file.
  4. Select all: add or remove every column currently shown.
  5. Move up and Move down: change a column’s place. You can also drag a column by its handle. Top to bottom under In the file is left to right in the file.
  6. Remove: take one column out of the file.
  7. Remove all: take every column out of the file.
Click Save. The set appears in the list and in the New export dialog straight away.
The number of column sets depends on your plan. When the limit is reached, a message offers Upgrade now; otherwise delete a set you no longer need.

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View a column set

Click View on a row to check the order of the columns before you export.
Column set details
Column set details shows the Name, the Task Type and, under In the file, every column in the order it appears in the file.

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Edit a column set

Click Edit on a row. The same form as Build a column set opens with the set’s name, task types and columns. Change them and click Save. If you close the form with unsaved changes, you are asked whether to Discard them or Keep editing.

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Delete a column set

Click Delete on a row, then Delete to confirm.
Delete a column set
Exports already run keep their columns and files. A deleted set cannot be restored, so check it before you delete it.