Creating Custom Export Templates

Learn how to create, modify, and save unique custom export templates (for PSPA, Mugbook, PowerSchool, etc.) in Captura Workflow

CustomExport Templates empower you to modify any of the built-in export templates and save those changes as a separate, unique export.

Build the export once, then run it in multiple Jobs to get the data you want in the format you need with just a few clicks!

To start, click on the Tools drop-down and select Export to bring up Export Templates. Click on + New Export to create a brand-new export.

Be sure to check out our article Exporting data with Captura Workflow to learn more about the different customizable options available in the Subject Data & Images.

After you've finished setting the export to meet your requirements, be sure to save your work by clicking Save in the top-right corner and naming your export.