Build a custom template for your Excel and CSV export files. Save time and avoid unnecessary columns in your reports.
TAMI has over 150+ data points and we understand that not all of these are going to be relevant for you.
To save time and avoid unnecessary data it is a good idea to create "Report Formats".
To set up your report format all you need to do is navigate to the "Settings" area and select "Report Formats":
Once you are in the "Report formats" screen you can then select "+ Create New":
Tool Tip: You can download all TAMI's mappable data points/fields and field types in the top right corner. You can also view the date of the most recent updates + refresh to make sure you have access to the latest version of our data dictionary in the top right.
You will now be able to select all the relevant data points both at a company & contact level as well as name your report format:
Once you have selected your data points, you can then select "Continue" and go to "Step 2 - Customize". Please note, you can select the plus icon to add a field or drag and drop it to the right hand side. Once the field has been added to your report you can reorder the column number of the field by dragging it to the column number of your choosing.
Step 2 allows you to customize the field name. You can rename teh field based on your own classification system or for merge tags etc.
Once you have completed step you you can then continue to "Step 3 - Review".
Here you will be able to review the report format:
Once reviewed and approved you can then submit your report format:
You will now be able to select this report format when exporting to an excel sheet from TAMI. To find out more our exporting from TAMI please see our "Exporting from TAMI" help article. Please note, you can return to these formats and edit at any time or delete them in required.
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