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Saved export layouts

Choose the columns, order, labels and formats you want, then save that arrangement as the default for the screen.

Export → Customise columns…

What you can change:

  • Which columns are included, by ticking them.
  • The order, by dragging.
  • The heading each column is given — rename Total to whatever the system you are pasting into expects.
  • The format per column: money, date, number, yes/no or plain text.
  • Dates as ISO, US or UK.
  • Negatives as -89.99 or, in the accounting convention, (89.99).
  • Comma, semicolon or tab separated, with or without a header row.

Saving it: give the layout a name. Marking it the default means the plain Export button uses it from then on for that screen — you arrange it once and never think about it again. Other saved layouts stay available from the dropdown beside the button.

Layouts survive column changes. If a column named in a layout no longer exists, it is dropped from the export rather than producing a wall of empty cells.