---
title: Add Template
description: Create a template for a file or report export in ExpensePoint.
---

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# Add Template

To edit an** Xporter** template, click the **Edit Template **option from the** Template Tasks **navigation menu. 

![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Jan-01-2024-05-24-45-7151-PM.png?width=253&height=144&name=undefined-Jan-01-2024-05-24-45-7151-PM.png)

 The **Xporter Template Editor** window will open: 

![A screenshot of a computer

Description automatically generated](https://support.expensepoint.com/hs-fs/hubfs/undefined-Jan-01-2024-05-24-50-1638-PM.png?width=356&height=340&name=undefined-Jan-01-2024-05-24-50-1638-PM.png)

 From here, you can enter the following: 

- **Name **- name of the template 
- **Save As ** 
- **Add time stamp to file name** - check this box if you want to automatically add the time stamp to the file name when generating the exported file. 
- **Data Type** - choose from the dropdown either **Expense **or **User**. 
- **Include Header** – check this box if you wish to add the header row in your exported file. This will include the field headers for all your columns. 

 Click **OK **to save it. 

 

Watch the video below about **Adding a Template**.