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How do I manage Export Profiles from Technical Specifications?

Table of Contents :

How do I add Export Profiles?

1. Login to your account using the username and password provided.  
2. Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab.  
3. Hover over the CONTROLS dropdown and Click on the Manage Export Profiles option. It will open a new window.  
4. Select Client from the list and Select Template Name from the list. It will load data into grid.  
5. Go to Export Profile Template list and Click on the Enter Text option.  
6. It will show you Textbox. Enter title that you want to give for Export Profile and Click on the Save icon.  
7. It will show you Popup window. Click on the OK button.  

How do I enable row for default Export?

1. Login to your account using the username and password provided.  
2. Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab.  
3. Hover over the CONTROLS dropdown and Click on the Manage Export Profiles option. It will open a new window.  
4. Select Client from the list and Select Template Name from the list.  
5. Go to Export Profile Template from the list. It will load data into grid.  
6. Select record from the grid that you want to edit.  
7. Click on the EDIT button.  
8. Go to Row that you want to enable for export then Go to Enable Row for default Export column and Tick the tick box.  
9. Click on The SAVE button.  
10. It will show you Popup window. Click on the OK button.  

How do I disable row for default Export?

1. Login to your account using the username and password provided.  
2. Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab.  
3. Hover over the CONTROLS dropdown and Click on the Manage Export Profiles option. It will open a new window.  
4. Select Client from the list and Select Template Name from the list.  
5. Go to Export Profile Template from the list. It will load data into grid.  
6. Select record from the grid that you want to edit.  
7. Click on the EDIT button.  
8. Go to Row that you want to disable for export then Go to Enable Row for default Export column and Untick the tick box.  
9. Click on The SAVE button.  
10. It will show you Popup window. Click on the OK button.  

How do I view Audit Trail?

1. Login to your account using the username and password provided.  
2. Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab.  
3. Hover over the CONTROLS dropdown and Click on the Manage Export Profiles option. It will open a new window.  
4. Click on AUDIT TRAIL button. It will open Audit Trail in a new window.
5. Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.  
6. Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.  

How do I export Audit Trail?

1. Login to your account using the username and password provided.  
2. Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab.  
3. Hover over the CONTROLS dropdown and Click on the Manage Export Profiles option. It will open a new window.  
4. Click on AUDIT TRAIL button. It will open Audit Trail in a new window.
5. Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.  
6. Click on Export button.  
7. It will show you Popup asking whether you want to open or save file.  
Choose files or drag and drop files
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  1. Lauren Partridge

  2. Posted
  3. Updated

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