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In my job, I need to download purchase orders in excel daily for a reporting and confirmation process, but every time I do it I have to change the order of the columns to fit the report format.
Is there any way to create a custom layout to download the sales orders in an excel document with the columns organized in a specific way, without having to change them manually each time it is needed?
Hi Amajul,
After personalizing the page you can save it as template by clicking "Save" and that template can be used by other users also.
Regards,
Imran Ul Haq
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