Introduction
Export templates in Easy8 are designed to go far beyond simple data extraction. They allow users to create branded, well-structured, and customized exports for various types of business data. These templates can be used to generate reports, lists, contracts, and more — all tailored to the specific needs of your company.
Target audience
- Administrator
Use Case Categories
Lists
Exporting lists is one of the most common and flexible use cases. You can export data from almost any entity in the system, including:
- Tasks
- Projects
- CRM cases
- Contacts
- Time logs
- Attendance records
Exports can be customized to match your company’s branding by including:
- Company logos
- Custom colors and font styles
- Selected or full data properties
This makes it easy to prepare readable, branded overviews of any structured data in the system.
Reports
Export templates support building highly visual reports using graphs, charts, metrics, and tables. Designed in a full HTML editor, these templates allow dynamic insertion of:
- Images
- Tables and text
- Calculated metrics
- Graphs and charts
For example, finance-related exports can show receivable performance, submission tracking, and conversion rates. Templates can be shared internally or made public, based on the needs of your stakeholders.
Contracts and Service Protocols
Export templates are also useful for generating legally or operationally relevant documents like:
- Service contracts
- Customer agreements
- Service protocols
Templates are filled automatically using data from entities like:
- Contacts
- Projects
- CRM cases
- Orders
- Tasks
You can create a contract layout once, then reuse it across many clients, with data being filled in dynamically during export.
Summary
Export templates are not just a tool for printing or downloading. They are a powerful way to generate high-quality, shareable outputs tailored to your organization’s workflow. Whether you need a visual report, a task list with your brand, or an automatically generated contract, export templates offer the flexibility to create polished, professional results.
