Custom Files
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Introduction
The Custom Files page allows you to create custom spreadsheet layouts, which are then generated in the Create List and Files page using any voter universe. This simple yet powerful tool provides you with access to data point combinations that are not available in our standard layout options provided in the Create List and Files page.
- To access the Create Custom Files page, hover the mouse over the Actions section of the Navigation Menu, hover your mouse overList & Files, and click Create Custom Files in the sub-menu.
Creating a Custom File Layout
Instructions for generating a Custom File Layout, are featured below. Once the layout has been created, you will need to generate the file in the Create List and Files page. Review the Process List and Files page for instructions on generating a file using a Custom File Layout.
Creating a Custom File Layout
- Click the Create File Layout button.
- Use the Custom File Name textbox to name the Custom File Layout.
- Use the File Grouping drop-down menu to select if you would like to place each voter on their own individual line, or if you would like the records householded.
- (Optional) Use the Show Flags associated with a Survey Question (Optional) drop-down menu to select the question's flags you would like to display in the list.
- Activate the check boxes of all of the fields you would like to feature in your Custom File Layout.
- Click the Save button to save your Custom File Layout..