You can define advanced exporting settings to populate Excel worksheets by using Excel templates with pre-defined tokens that replace tagged instance data. These worksheets can then be exported to your local download folder.

Follow these steps to define advanced export settings. For example,

1. Open Data manager.
2. In the General group, select Advanced export.
   
   Tokens, File names, and Options for advanced exports appear. For example,

   
3. Enter applicable Tokens as follows:

   Display Name	Description	Example	Defaults
   Start token	The start token value. This value is used to identify the start of a property name.	<ec>NAME	<ec>
   End Token	The end token value (cannot be the same as the StartToken). This value is used to identify the end of a property name.	NAME</ec>	</ec>
   Simple Token	Used to map a single property.	$NAME	$

4. Enter applicable File Names as follows:

   Display Name	Description	Example	Defaults
   Property	The name of the property to be used as the file name. This value can be expanded to use tokens. In the following example: <ec>NAME</ec> - Model(<ec>MODEL_NUMBER</ec>) The file name appears as follows: C-0001 - Model(A100).xlsx	NAME, CodeValue	NAME
   Single sheet	Workbook name when all sheets are exported in one file.	DataSheets	DataSheets

5. Enter applicable Options, as follows:

   Display Name	Description	Example	Defaults
   Ignore case for token property match	Ignores the case of the token when obtaining the property value		False (Auto On)
   Show Print Option	Displays the print button		True (Auto On)
   Use property units	Uses the property unit as a suffix	100 kg or 100	True
   Use space for property units	Places a space between value and unit label	100kg or 100 kg	True
   Ignore class match on single template match	When selecting multiple templates, the class name is extracted to determine if that selected template should be used If only one sheet is selected, use that sheet regardless of the template name		True
   Allow template selection in form	Allows the reselect of a template file		False
   Export all sheets in one Excel file	Creates an Excel file with all the excel sheets		False
   Show property token errors	Options are: Blank Invalid token names appear in red.		False
   Hide the excel headers	Hides the row and column headers. On export these will be hidden in Excel.		True
   ReadOnly	Determines if the sheet is open for edit		False
   Export by sheet selection	Only exports the selected sheet.		False
   Create Excel files after selection of templates	Creates Excel files after selection of templates .		False
   Export all sheets in one PDF	Exports all sheets in a single PDF.		False

6. When you are finished, click Save.