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Portfolio Manager Help
Add an Export File Configuration
Use the Export File Configuration tab to add an export file layout for a buyer or seller. Create a separate file configuration for each export file type (for example, new business and media requests).
To add an export file configuration
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In the Navigation Explorer pane, click Buyers or Sellers.
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Double-click a buyer or seller name. The information appears in the Information pane.
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Click the Export File Configuration tab.
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In the toolbar, click Add.
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In the New File Configuration Name dialog box, type the name of the file configuration and then click OK. The system adds a tab for the new file configuration.
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Do the steps Define an Export File Layout.
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Select the check box for each ledger type to include on the invoice.
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To use an Excel template to render formatting for the Excel output file, select the Use Excel Template check box and then, in the list box, click the template. For more information about templates, see Excel Template Manager.
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Specify the row and column numbers in the Excel template where the data starts. For example, if the file doesn't contain column headings, the data starts in row 1, column 1.