# Report Template Collection

Click2Export now allows you to group multiple reports/templates into a report template collection and export them together.\
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Here are the steps to configure and use this feature:

**Step 1: Enable Multiple Attachments in Configuration**

1. Go to **Click2Export → Configuration.**
2. In the **Allow Multiple Attachments** field, select **Yes.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FcMmQSOwcJGtl6BUNfId1%2Fimage.png?alt=media&#x26;token=57c3e149-9cdf-46e3-85eb-3985c7a57481" alt=""><figcaption></figcaption></figure>

3. **Save & Close** the configuration.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FgxuXUUlxgXGthCDbexGf%2Fimage.png?alt=media&#x26;token=6a196621-64fd-4596-bd3f-1d8e8322f947" alt=""><figcaption></figcaption></figure>

**Step 2: Create a Report Template Collection**

1. Navigate to the **Report Template Collection** entity.
2. Select **+ New** on the ribbon.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fp5hUg6iYPw6mbBgxW8HE%2Fimage.png?alt=media&#x26;token=2954ca6b-fa69-4e66-b8b7-22fa2c8e5abe" alt=""><figcaption></figcaption></figure>

3. Enter the required details:

* Name of the collection.
* Related Template Type: choose one of the following:

**Per Record Based** (exports reports/templates for a single record)

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FnMwCWk7JPfyNqMmbTuv8%2Fimage.png?alt=media&#x26;token=7fcdfb4d-b65a-4300-9642-6b9fedc255ea" alt=""><figcaption></figcaption></figure>

**View-Based** (exports for multiple records from a view).

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FtU5zfs3k6oc4JW9f32ek%2Fimage.png?alt=media&#x26;token=1b1a38e7-8afa-4966-9284-cb03b24e1b09" alt=""><figcaption></figcaption></figure>

4. Configure the **Email Configuration** section.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FjwbdAYGNgTIPfPODZxJt%2Fimage.png?alt=media&#x26;token=369da8c9-792b-41ad-9f24-62bf79a126eb" alt=""><figcaption></figcaption></figure>

5. **Save** the collection.

**Step 3: Export a Report Template Collection**

1. Open a record or view and click Open **Click2Export.**
2. Under the **Report Templates** section, select the desired collection (e.g., *Account View Collection*).

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FtnRcMgyL26AxlvbN2AbH%2Fimage.png?alt=media&#x26;token=ee180ae9-c99c-47d6-844d-e7dcd54c3bb3" alt=""><figcaption></figcaption></figure>

3. In the **Action** section, select the **Attach to a new email** action.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FDPmEQezdXtuJjSd2Xzq1%2Fimage.png?alt=media&#x26;token=1a2ab5a5-5016-436a-9085-8a1910c91716" alt=""><figcaption></figcaption></figure>

4. Click **OK**.
5. A pop-up will confirm the export success. Click **OK** again.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FErnkWABrfZCk0qm4MKOm%2Fimage.png?alt=media&#x26;token=cdaa6b79-8166-4491-999a-44843c5d806c" alt=""><figcaption></figcaption></figure>

6. The exported files will be available as attachments (see screenshots below).

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Ftd0dWgmwvxPRceZUsLvJ%2Fimage.png?alt=media&#x26;token=ec4c6660-7c56-4449-a6ed-188c7df9bef8" alt=""><figcaption></figcaption></figure>

&#x20;

**Step 4: Schedule a Report Collection**

1. Navigate to the **Schedule Reports** entity.
2. Select + New to create a schedule. A New Schedule Reports form will be opened.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FEOzlgr102yJ62giXEo3Z%2Fimage.png?alt=media&#x26;token=c907c823-3adb-418e-8e9a-11f57441dc79" alt=""><figcaption></figcaption></figure>

3. In the Report Template Collection field, select the desired collection (e.g., *Account Reports*)

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Flayd8q2Ln7nLxv8lI9kb%2Fimage.png?alt=media&#x26;token=309700cb-bae6-45a7-81f1-59da0a56d6dc" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Note: Once you select a Report Template Collection, the CRM Report Template field will be disabled.
{% endhint %}

4. Configure scheduling details (frequency, time, recipients, actions).
5. Save the **schedule**.
6. All exported reports will be generated automatically as per the schedule (see screenshots below).

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F9uOpUS1YPRKm6jjQdBL1%2Fimage.png?alt=media&#x26;token=d19103ce-936d-499a-a0b2-edffb891b6d2" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Note: For automation, you can add the desired report to the Report Template Collection field.
{% endhint %}

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FcCD09KxJfBjkGLXgP5TO%2Fimage.png?alt=media&#x26;token=b72b38cb-0691-4ba2-8f02-4b1669e8daef" alt=""><figcaption></figcaption></figure>
