Presets

Save and reuse your export configurations.

Saving a Preset

Once you have set up your columns, filters, sorting, and file format the way you want, you can save the entire configuration as a preset.

1. Click Save as Preset at the top of the Create tab.
2. Enter a name for the preset.
3. Click Save.

All your settings — including column selection, column order, filters, and format options — are saved together.

Loading a Preset

To reuse a saved configuration:

1. Click the preset dropdown at the top of the Create tab.
2. Select the preset you want to use.

All settings from the preset are loaded immediately. You can then run the export as-is or make further adjustments.

Updating a Preset

If you load a preset and make changes, you can save those changes back to the same preset without creating a new one.

After making your changes, click Update Preset. The existing preset is updated with your new configuration.

Managing Presets

From the preset dropdown, you can also:

• Rename a preset to give it a new name.
• Delete a preset you no longer need.

Each preset must have a unique name. If you save a preset with the same name as an existing one, the existing preset is updated.

Presets and Schedules

Presets can be linked to schedules so that a recurring export always uses the latest version of a preset's configuration.

When a linked preset is updated, the schedule detects that a change has been made. You can then sync the schedule to apply the new configuration, or keep the old one. This makes it easy to fine-tune a recurring export without recreating the schedule from scratch.