Additional Exports

Additional Exports allow you to create customized export options that can be generated from the following areas of DocketManager.

• Customers
• Contacts
• Orders
• Quotes
• Order Items
• Quote Items
• Stocks

Create a New Additional Export

Settings > Admin > Additional Exports

• Click New
• Choose Standard or Custom

Standard

The Standard option allows you to choose Columns for your export based on the Group selected.

• Click New
• Choose Standard

Name

Enter a Name for the Export.

Group

The Group determines which Columns will be available and also serves as the location of the Additional Export. If you are looking to export Customer data choose Customer for the Group.

Access

Select which users will have Access to this export.

Available Columns

Select the Available Columns that should be included in your export.

Custom

The Custom option allows you to create headings for each column and enter a Tag that will pull

• Click New
• Choose Standard
• Complete the fields listed below

Name

Enter a Name for the Export

Group

The Group determines which Columns will be available and also serves as the location of the Additional Export. If you are looking to export Customer data choose Customer for the Group.

Access

Select which users will have Access to this export.

Context Prefix

This line controls how the content below is repeated or generated.
For example {{#each OrderItems}} would create a row of information for each Order Item that matched the Column Content values below.

Column Heading

This is the Heading that will be displayed above the Column Content in the export file.

Column Content

Enter a Tag or series of Tags to populate your export file. An example of this would be {{Order.Number}} to display the Order Number in your export file.
See the HTML Tags by Objects article for more information on using Tags.

Content Postfix

This is the closing tag for the loop that started with {{#each …}} in the Content Prefix above. An example would be - Content Prefix = {{#each OrderItems}}
Content Postfix = {{/each}} 

Run the Export

Navigate to the page that aligns with the selected Group. If you chose the Group - Order Items then you would navigate to Order Items and click Export.