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title: "Templates"
canonical: "https://docs.getxporter.app/space/XPORTER/1409467/Templates"
format: markdown
---
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The Template screen allows administrators to add, edit, and delete Templates that will be available for all projects.
> ℹ️ Xporter provides a way to manage Templates on the project level. Project administrators don't need to depend on Jira Administration to manage their [Templates](https://docs.getxporter.app/space/XPORTER/1409260/Project+-+Templates).
## Access
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> On your Jira Data Center instance, click the gear/*Administration* icon (Figure 1 - 1) and click *Manage apps* (Figure 1 - 2).
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> The Xporter menu will open on the left side of the screen. There, click *Templates* (Figure 2 - 1).
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## Operations
- **Add Template **(Figure 2 - 3): allows you to create a new Template by uploading an external file.
- **Xporter Store **(Figure 2 - 4): allows you to install sample Templates from the [Xporter Template Store](https://store.getxporter.app/) directly from this screen.
- **Search **(Figure 2 - 2): allows quick access to The template you want to access by searching for the Template name or filename.
- **Edit Template **(Figure 2 - 6): allows you to change an existing Template by editing the Template details or even the template file.
- **Delete Template **(Figure 2 - 6).
- **Download Template **(Figure 2 - 6): allows you to download the Template file on your machine.
- **Set Template as Default** (Figure 2 - 6): allows you to set a Template as the default. It will be selected when users open the issue view screen.
- **Remove Template as Default**: allows you to remove a template as the default. This option is only visible if the selected Template is set as default.
### Template Details
You can access a Template's details once you add a new Template, or when you edit an existing Template (Figure 3), after clicking the gear icon (Figure 2 - 5).
Each template has the following attributes:
- **Name **(Figure 3 - 1): the Template name that is displayed to the users and that will be shown in Figure 1 - 2. Mandatory field.
- **Description **(Figure 3 - 2): description of the goal of the Template. Optional field, up to a maximum of 500 characters.
- **Scopes **(Figure 3 - 3): scope where the Template will be available to create a new report.
- **File **(Figure 3 - 4): the file with the template content. The following formats are supported:
- DOCX (Word Document).
- DOCM (Word Document with Macros).
- DOTX (Word Template).
- DOTM (Word Template with Macros).
- XLSX (Excel document).
- XLSM (Excel Template with Macros).
- ODT (Open Office document).
- RTF (Rich Text Format).
- CSV (Comma-separated values).
- TXT (Text File).
The fields below are only shown after clicking *Advanced* (Figure 3 - 5).
- **Output formats **(Figure 3 - 6): the list of Template formats available.
- **Default output format **(Figure 3 - 7): the default output format for when the Template is selected to be used.
- **Default break page type **(Figure 3 - 8):The default value for the break page type.
- **Attach Files **(Figure 3 - 9): define if Xporter will or not include Issue attachments for this Template.
#### Template Scopes
Template scopes (Figure 3 - 3) define where the template will be available. The following scopes are available:
| **Scope** | **Location** |
| --- | --- |
| Xporter Reports | Xporter Reports feature |
| Bulk Export | [Multiple Issues](https://docs.getxporter.app/space/XPORTER/1412803) export (Issue Navigator screen) or Bulk action |
| Schedule Reports | Xporter [Schedule Reports](https://docs.getxporter.app/space/XPORTER/1409498) |
| Single Export | Issue detail screen |
| Workflow Post Functions | Xporter [workflow post-functions](https://docs.getxporter.app/space/XPORTER/1412596) |
| JSD Request Detail | Jira Service Desk Request detail screen |
| JSD Request List | Jira Service Desk My Requests detail screen |
| Structure | Structure (ALM Works app) |
| JSD Queues | Jira Service Desk Queues (Agent view) |
| Agile Boards | Backlog, Active Sprint, and Kanban |
| Agile Releases | Manage release on Agile/Kanban boards.
Xporter is available on Release list and detail screen. |
## Xporter Template Store
Xporter provides another way to get Templates: you can use the Template Store to access and install free Templates.
The Store is available on the Templates screen (Figure 2 - 4). Once you click the *Store* button (Figure 2 - 4), a modal will open (Figure 4).
Here, you can:
- Check, the available Templates.
- Install and re-install all of the available Templates (Figure 4 - 4).
- Search for Templates (Figure 4 - 1).
- Filter the search by categories (Figure 4 - 2).
- Sort the search results by rating, downloads and/or publish date (Figure 4 - 3).
- See a preview of the Template (Figure 5).
> ℹ️ - If you want your Template to be available in the Xporter Template Store, share it via the [Support Portal](https://jira.getxray.app/servicedesk/customer/portal/2).
> ℹ️ - See [here](https://docs.getxporter.app/space/XPORTER/1412105/Working+with+Templates#Adding-Templates) how to add an external Template.
Support/Troubleshooting
If you have questions or technical issues, please [contact the Support team via the Customer Portal (Jira service management)](https://jira.getxray.app/servicedesk/customer/portal/2/user/login?destination=portal%2F2%2Fcreate%2F28) or [send us a message using the in-app chat](https://docs.getxporter.app/space/XPORTER/23102936).