To begin, you will need to name your profile and set the export format, with the options being CSV or Excel. You can then decide if you want to label your column headings, which can be set in the profile builder.
The profile builder – Here you can select, edit and order the fields required for the custom export.
Start by adding as many columns as required. For each column select the field which will provide the value from the Zahara database. If you need help understanding what some of the field options are, the ‘Field types’ tab describes each of the different fields available.
You can also select to use a ‘Custom text’ field. This will provide you with a fixed text field, allowing you to specify the value for this column.
‘Empty column’ is also an option. This will give you the ability to offer a blank field.
For each column, you can add conditions on the field option. Each field option can have a set of conditions which if the value (condition) is met will replace the database value with an outcome value chosen by you.
When you are happy with how you have set your profile up, you will need to click the ‘Save profile’ button for the changes to save. You can sample your profile against the 10 most recent invoices to make sure it is set up appropriately via the ‘Download sample’ button.
If you want to apply the profile, view the ‘Applying the profile’ section below.