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How do I save a template for my export?

Export templates allow you to save your preferred export settings, data types, and attributes for future use. Reusing a saved template eliminates repetitive setup and lets you skip directly to the final step of the Data Export Wizard.

How to Use an Existing Export Template

If you've already saved an export template, you can reuse your previous configuration without repeating each step of the Data Export Wizard.

After selecting your saved template in 1. Template, click directly on the numbered 5. Review indicator at the top of the Data Export Wizard. This takes you straight to the final screen without clicking Next through the remaining steps, provided no changes are needed.

How to Save an Export Template

You can save your export settings, data types, and attributes as a template to reuse for future exports.

  1. Open the Data Export Wizard and select New under 1. Template.

  2. Complete the export configuration by selecting your preferred file format, data types, and attributes. For detailed instructions, see How do I export data?.

  3. When you reach 5. Review, enter a descriptive name for your export and select Save Export Template.

  4. Click Finish to submit your export for processing and save the template for future use.

Tip: Choose a descriptive, reusable name based on the export configuration rather than the specific wells or geographic area being exported. For example, Header-Prod-Forecast identifies a template containing Well Headers, Production, and Production Forecast Summary data.

You can also rename or delete saved export templates at any time.

Subscription Requirements

Saving and reusing export templates is available with all paid WellDatabase subscriptions, including Essential, Plus, Pro, and Enterprise.

Export templates are not available with Lite subscriptions because Lite does not include data exporting.

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Frequently Asked Questions

Q: Do I have to go through every step of the Data Export Wizard when using a saved template?
A: No. After selecting a saved template in 1. Template, click the numbered 5. Review indicator at the top of the wizard to jump directly to the final screen if no changes are needed.

Q: What information is saved in an export template?
A: Export templates save your export settings, selected data types, and attributes so you can reuse the same configuration for future exports.

Q: Can I use the same export template for different groups of wells?
A: Yes. You can select a saved template when exporting a different group of wells. The template applies your saved configuration to the wells included in the current export.

Q: What is the difference between a saved template and Last Used Settings?
A: A saved template preserves a configuration you've intentionally saved for repeated use. Last Used Settings recalls the configuration from your most recent export.

Q: Can I change the settings when using a saved export template?
A: Yes. After selecting a saved template, you can proceed through the wizard to adjust the export settings, data types, or attributes for the current export instead of skipping directly to 5. Review.

Q: Can I save export templates with any paid subscription?
A: Yes. Saving and reusing export templates is available with all paid WellDatabase subscriptions, including Essential, Plus, Pro, and Enterprise. Export templates are not available with Lite subscriptions.

Explore additional articles by searching the topics on the left. If you have any questions, feel free to email support@welldatabase.com