Dashpivot Web allows Organisation Controllers to export the template register to a CSV file. This provides a structured list of templates that can be used for reporting, auditing, or record keeping outside of Dashpivot. This article explains how to export your template register to CSV on Dashpivot Web.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: Standard, Pro, Premium, or Platinum
Permission: Org Controller
Skills Required: Dashpivot
Device Type: computer
Subscription: Dashpivot Web
Step-by-Step Instructions
Log in to Dashpivot Web.
Navigate to the Home Folder/Team Folder.
Click on the Template Library/Templates tab.
Select Register to switch the view from Grid to Register
Select the checkboxes of the templates you need included, on the left-hand-side. You can bulk select all your templates by selecting the checkbox next to 'Template Name'
Select Export to CSV.
Download the generated CSV file to your computer.
Notes
You can access your template register in two ways:
Through your Home Folder
Through your Team Folders
Learn more about the register view in the related article.