To create a new CV export template:

1. Click on Setup > Templates > Export from the top menu
2. Click on New form the top left context menu
3. Fill in the form as necessary
4. Click on the Save button

The form has the following fields:

• Create/edit export job
  
  • Description: Specify the export template name
  • Export format: You can select the format to use when exporting data, the options are Microsoft Access, Microsoft Excel, Altamira XML and Text Delimited
  • Transfer type after export: Select an option for how to transfer the data, the options are email and FTP
  • Notify when the export job completes: Select the box if you want to send the email notification to the email address, after the export is complete
  • Notify the user submitting the job: Notify the user who submits the job after the export is complete
  • Encrypt the exported file with the password of the user submitting the job: Encrypts the ZIP file that is used to package the data with the users password
  • Type of view: Select the type of view such as whether it is a report
  • Starting table: Select the starting table
  • View: Select the view that appears according to table you selected in Starting table drop-down list
• Email transfer options
  
  • Send the user submitting the job the exported file: Select User submitting the job to send the data to the user who submitted this job. Select Specific user and specify a valid email address to send the data to a specific email address
• FTP transfer options
  • FTP server: The host name or IP address of the FTP server
  • TCP Port: The TCP port of the FTP server
  • Username: The username to use when logging on to the FTP server
  • Password: The password to use when logging on to the FTP server
  • Remote directory: The remote directory to use when uploading the data
  • Secure FTP (FTP over SSL): Use FTP over SSL. Not this is SFTP not FTPS
  • Security mode in SSL connections: Select the security mode whether implicit or explicit
  • Compress the output files in a ZIP archive: Select this option, if you want to see the output files in a zip file format
  • Passive mode: Select this option, if you want to see the output files in a passive mode
  • File name format: Specify the format for file name
  • Test FTP connection: Click this link to test your settings for the FTP connection
• Settings for Text delimited format
  
  • Field delimiter: The character to use as a field delimiter
  • Date format: The date format
  • Decimal separator: The character to use as a decimal delimiter
  • Text delimiter: The character to use as a text delimiter
  • File encoding: The encoding of the file