video1.0<iframe src="https://www.loom.com/embed/f4ad453a41f24869ba15db5542221237" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/f4ad453a41f24869ba15db5542221237-4f6a01cd019716e2.jpg428.133In this video, I walk you through the process of creating bespoke CSV export templates within our system. I demonstrate how to define templates, customize headers, and select specific fields, including how to join causes and controls with new lines. I also show how to utilize child templates for actions, allowing for complex data exports. At the end, I highlight how these templates can be accessed during exports in both the risks and opportunities module and filtered search reports. Please take a moment to review the new templates and consider how they can enhance your data management.