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Defining a Custom Scale Ticket Export Format

Set which columns appear in your exported scale ticket reports. Choose required and optional fields, then save your preferred layout.

Introduction

Use the Define Custom Scale Ticket Export screen to build a custom field layout for scale ticket reporting. This format will be used every time you generate the Scale

Ticket Custom Detail Report or export ticket data from that screen.

You can include or remove optional fields, reorder columns, and preview your layout before saving. Once saved, this layout applies to all users across your organization.

Navigation

To access this feature:

Go to: Manage > Scale Tickets > Define Custom Scale Ticket Export

Customize Your Scale Ticket Export

  1. Review the Available Fields list

    • Fields marked (R) are Required and cannot be removed

    • Fields marked (O) are Optional and can be added or removed

  2. Drag fields into the Selected Fields list

    • The order of fields here sets the column order in the report

  3. Preview the layout

    • Use the Export Option Preview dropdown to see how your export will appear

  4. Click Save Changes

    • This saves the layout for use in the Scale Ticket Custom Detail report and all related exports

Notes & Tips

  • 🧠 This interface behaves like MMS > Virtual Shift Tickets > Define Custom Shift Ticket Exports, but is specific to scale ticket data.

  • 🧾 This screen does not include a field reference — to see what each column means, visit the Scale Ticket Custom Detail report and click the blue info icon.

  • 📤 Exported files (CSV, Pipe, or Tab Delimited) from the Custom Detail report will follow the field layout saved here.

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