While WealthEngine has a number of pre-built templates you can use to export your results, you may find that none of them are precisely what you are looking for. If that’s the case, you can actually build your own! To do this, you’ll customize which fields are included in your export, as well as their order, so that you can easily get it back into your database.
Checklist of steps to follow:
- Step 1: Go to My Profiles.
- Step 2: Click More.
- Step 3: Select Customize Table Display.
- Step 4: Click New Template.
- Step 5: Name it and choose the format.
- Step 6: Choose which fields your template will contain.
- Step 7: Label the fields.
- Step 8: Create the template.
- Step 9: Use your template.
- Making Changes
Step 1: Go to My Profiles.
Step 2: Click More.
You will find the More tab at the top-right of the page.
Step 3: Select Customize Table Display.
This will bring you to the page where you can view and edit export templates you’ve previously designed and saved.
Step 4: Click New Template.
Click on the New Template button to create a new template.
Step 5: Name the template.
Once you go to export, you’ll be choosing from a list of templates, so make sure the name is one you’ll recognize!
Step 6: Choose which fields your template will contain.
In the pop up that appears, choose which fields your template will contain.
Substep 1: Check all the fields in the left pane that you want to be part of your export. They should immediately appear on the right.
Substep 2: Click and drag to make sure they are in the exact order you want.
Substep 3: Click Next.
Step 7: Label fields.
Label any fields that you want to have specific names. Once the template is completed and saved you will only see your chosen name.
Step 8: Create the template.
Once you click Finished you’ll get a notice telling you your template is ready for use. Choose Ok.
Step 9: Use your template.
Substep 1: Go to the My Profiles page.
Substep 2: Click on More and then choose the Export option.
Substep 3: Click on Select template to open the drop-down menu of options. Select your custom template.
Substep 4: Finish exporting your file.
You can make changes to custom export templates very easily – just follow Steps 1 – 3, then select Modify Template or Delete Template, depending on what you want to do. The rest of the process will be essentially the same.