Report Template Collection

Click2Export now allows you to group multiple reports/templates into a report template collection and export them together. 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.

1. Save & Close the configuration.

Step 2: Create a Report Template Collection

1. Navigate to the Report Template Collection entity.

2. Select + New on the ribbon.

1. 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)

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

1. Configure the Email Configuration section.

1. 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).

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

1. Click OK.

2. A pop-up will confirm the export success. Click OK again.

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

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.

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

Note: Once you select a Report Template Collection, the CRM Report Template field will be disabled.

1. Configure scheduling details (frequency, time, recipients, actions).

2. Save the schedule.

3. All exported reports will be generated automatically as per the schedule (see screenshots below).

Note: For automation, you can add the desired report to the Report Template Collection field.