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Version: Next

Exporting Events

Events can be exported to a DOC template. For more information, see Using Report Builder.

Required Permissions
Access to this capability requires the following permissions:
 View & Edit
Workstation
→
Views
 View & Edit
Workstation
→
Collections Export

This section assumes you are already viewing an event.

To export an event:

  1. Open the More (⋮) menu on the event.
  2. Select Copy Link to copy a permalink to the event.
    • Opening this link loads the event in its own browser tab.
  3. (Optional) Hover over Copy Link to access additional options:
    • Copy a link that opens the event directly to a specific tab, such as Details or Collections.

Testing Exports​

Required Permissions
Access to this capability requires the following permissions:
 View & Edit
Workstation
→
Report Builder

Users with the appropriate permissions will see an Export to DOCX Template option in the list of available exports.

This option allows testing a DOCX export template on demand, without first creating or saving a formal Report Template in Workstation configuration.