Explates
General
Export Templates (Explates) control what columns appear in generated statement files (PDF, XLSX) and how they are formatted. You can have multiple Explates — for example, a detailed internal view and a simplified partner-facing view.
It is good practice to create an internal Explate, specifically designed for troubleshooting, that will not be exposed to the Partners. This allows you to add more columns and quickly view all the details that are not meant to be sent.
Edit View
General
Name
The template name (required).
Default
Mark as the default template for new statement exports.
First Default
Used as the first-choice template in multi-step exports.
Reimport
Allow files generated with this template to be re-imported.
Abbreviation
Apply abbreviated column headers.
Notes
Internal notes.
Columns
For each output column, configure:
| Field | Description |
|---|---|
| Column ID | The data field to include |
| Alias | The column header shown in the output file |
| Width | Column width in the output |
| Format | Number/date format (e.g. #,##0.00, YYYY-MM-DD) |
| Alignment | Left / Centre / Right |
| Sort Order | Column position in the output |
| Active | Whether this column is included in the current export |
| Hide | Include the column in calculations but hide it from the output |