In the eTASK.FM portal, you can export any table as an Excel file. There are several options available, which are explained in this article. Some are intended for direct use, while others are designed to prepare for Excel imports or to generate custom reports.
Procedure in the FM Portal
Open the table for which you want to download an Excel file. You have the following options:
Current View: Exports the filtered table (search and column filters) to Excel (columns that are not displayed are not exported). Click Current View under Export in the toolbar. The Excel file is downloaded immediately.
Advanced Export: Exports the table with the following settings:
Select file type.
Include specific columns in the export or exclude columns.
Exports the filtered table (search results only) with the specified columns to Excel.
Click Advanced Export under Export in the toolbar. The following dialog box will appear. Configure the settings according to your preferences and click Export.
Note: If you used a filter, the exact results of the filter will be applied during the export. The number of records in Excel and in the portal is the same.
Note: If you used the search function, this may result in more rows in the export than in the portal. The search term is applied across all columns during the Excel export, including those that were not visible in the portal.
Data Import Template: Creates an import template for table-specific data import. This Excel spreadsheet does not contain any of your existing files and is intended for importing new data. In the toolbar
, click Data Import Template under Export. A dialog box opens where you can select the columns you want to use. Click Generate to download the import template. Learn more here: 📄 Daten mithilfe von Excel importieren IC1109Data Update Template: Generates an import template containing all filtered records for table-specific data import. This Excel spreadsheet contains your existing data and is intended for editing. Click Data Update Template to download an import template with all filtered records. Learn more here: Excel Update (Extended Import)Excel Update (Extended Import).
Create Excel Export Report: In the FM Portal, you can also create and make your own Excel reports available. Download the template here. Learn more here: Create Excel Export ReportCreate Excel Export Report.
Custom Excel Reports: Once created, custom Excel reports can be accessed under Create Excel Export Report.