# 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.**

<figure><img src="/files/VrA43eifbjf8uKV6Xsse" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/QjYxXuTyxsGkdJaX18DQ" 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="/files/iplx9fXVFKFASy1ZS0Ks" 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="/files/axXD6qLnZ0gMsZqscWT3" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/f2MM8ENRFeW8xC2RmbDZ" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/jHXIe9CUFuY0E91AI003" 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="/files/KT31he33YZJSx1BANZZD" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/aUvWisz0n3A5LOuz82hM" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/IbipUZkUF7slfANjUwwE" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Ue4JeeWPvjkNsXf9Ww4N" 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="/files/aSfSk3qNpzkGAgImQJzm" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/k6MYLlyZ43ZqAznCDjKo" 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="/files/Vk0EOyyR0Qj3ZPuPGyVi" 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="/files/UyZiN4uDLVmeXlSuNeDS" alt=""><figcaption></figcaption></figure>


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