1 00:00:09,966 --> 00:00:11,900 Hi, my name is Ted Shields. 2 00:00:11,900 --> 00:00:14,500 I’m the product manager for the Vanta analyzer 3 00:00:14,500 --> 00:00:16,000 and we’re going to show you today 4 00:00:16,000 --> 00:00:18,366 how to set up an export template 5 00:00:18,366 --> 00:00:20,733 that controls the way your export looks 6 00:00:20,733 --> 00:00:24,733 so that your export can look just the way that your report does 7 00:00:24,733 --> 00:00:26,966 so that you can just cut and paste from the export 8 00:00:26,966 --> 00:00:29,066 into your report, lessening the time 9 00:00:29,066 --> 00:00:31,833 that you have to spend editing files. 10 00:00:31,833 --> 00:00:34,233 So this is all driven by the idea 11 00:00:34,233 --> 00:00:37,133 of a profile that is edited in the PC software 12 00:00:37,133 --> 00:00:39,333 so lets go to the PC software. 13 00:00:39,333 --> 00:00:42,233 Lets go ahead and log in as the administrator. 14 00:00:42,233 --> 00:00:43,666 So you can see here we are 15 00:00:43,666 --> 00:00:45,866 in the navigator section of the PC software, 16 00:00:45,866 --> 00:00:48,066 that’s where you’d take tests. 17 00:00:48,066 --> 00:00:50,833 We want to go over to the Fleet Manager portion. 18 00:00:50,833 --> 00:00:56,266 We’re also going to then edit this sample template, 19 00:00:56,266 --> 00:00:59,700 or this sample profile that I previously downloaded 20 00:00:59,700 --> 00:01:02,666 by using this import profile button. 21 00:01:02,666 --> 00:01:05,433 I’ve imported the profile from the Vanta previously 22 00:01:05,433 --> 00:01:09,100 and now lets go and edit it by using the edit button 23 00:01:09,100 --> 00:01:11,233 which is the pencil. 24 00:01:11,233 --> 00:01:13,400 So we want to edit a template, 25 00:01:13,400 --> 00:01:15,533 and an export template, 26 00:01:15,533 --> 00:01:17,400 and let’s edit alloy plus because that’s one 27 00:01:17,400 --> 00:01:18,800 of the most common things. 28 00:01:18,800 --> 00:01:21,333 So we’re going to go and edit that, 29 00:01:21,333 --> 00:01:24,100 again pressing the pencil icon. 30 00:01:24,100 --> 00:01:26,966 So if you look here you’ll see that, 31 00:01:26,966 --> 00:01:29,366 for example if we look into the basic result 32 00:01:29,366 --> 00:01:32,233 you can either have the all everything checked 33 00:01:32,233 --> 00:01:35,333 or by clicking up at the top you can uncheck everything. 34 00:01:35,333 --> 00:01:39,066 Or you can check or uncheck individual items 35 00:01:39,066 --> 00:01:43,066 that you might be interested in on your export. 36 00:01:43,066 --> 00:01:45,733 Also notice if you click and grab 37 00:01:45,733 --> 00:01:48,233 you can move things around 38 00:01:48,233 --> 00:01:50,466 so that way you can get things 39 00:01:50,466 --> 00:01:56,500 to go to wherever you want them in your export. 40 00:01:56,500 --> 00:02:00,733 Also there are some settings, 41 00:02:00,733 --> 00:02:04,033 like in chemistry, 42 00:02:04,033 --> 00:02:06,033 there are some settings like decimal places 43 00:02:06,033 --> 00:02:07,700 that you may want to change. 44 00:02:07,700 --> 00:02:11,833 For alloy it’s common to have four or five decimal points 45 00:02:11,833 --> 00:02:14,366 because we’re looking at low percentages 46 00:02:14,366 --> 00:02:16,400 and to export in percent. 47 00:02:16,400 --> 00:02:17,833 You can also choose to export 48 00:02:17,833 --> 00:02:20,833 in parts per million or export in mixed units. 49 00:02:20,833 --> 00:02:23,033 So, once you’ve got the settings the way you want them, 50 00:02:23,033 --> 00:02:25,033 press back, 51 00:02:25,033 --> 00:02:27,533 and notice that we have a clone button here 52 00:02:27,533 --> 00:02:30,200 so that lets you make a copy and rename it 53 00:02:30,200 --> 00:02:33,400 of any of the templates that you want to use. 54 00:02:33,400 --> 00:02:36,400 That’s very useful if you have four or five similar templates 55 00:02:36,400 --> 00:02:38,033 that just have minor changes. 56 00:02:38,033 --> 00:02:39,333 And then you can also name them 57 00:02:39,333 --> 00:02:42,666 after the client or the report, whatever you want to do. 58 00:02:42,666 --> 00:02:48,666 So we click the back button, 59 00:02:48,666 --> 00:02:51,233 and then we come here, we see that as we mentioned before, 60 00:02:51,233 --> 00:02:53,300 we’ve got the import profile. 61 00:02:53,300 --> 00:02:55,066 We can also export a profile 62 00:02:55,066 --> 00:02:57,866 and this will just save it as a copy. 63 00:02:57,866 --> 00:03:00,266 And we do have the deploy profile. 64 00:03:00,266 --> 00:03:03,933 This is what will push the profile onto the Vanta. 65 00:03:03,933 --> 00:03:05,466 And so we’re going to do that 66 00:03:05,466 --> 00:03:06,766 so let’s click that button. 67 00:03:06,766 --> 00:03:08,366 It asks us if we want to overwrite 68 00:03:08,366 --> 00:03:11,266 because we’re pushing new settings, we say OK. 69 00:03:11,266 --> 00:03:13,666 And now you can connect more than one Vanta, 70 00:03:13,666 --> 00:03:16,266 you can push these settings to more than one Vanta, 71 00:03:16,266 --> 00:03:17,833 just connect up a new Vanta, 72 00:03:17,833 --> 00:03:20,466 push the settings, connect up a new Vanta and push the setting. 73 00:03:20,466 --> 00:03:22,866 So once you’ve pushed your profile 74 00:03:22,866 --> 00:03:24,933 with it’s template onto the Vanta, 75 00:03:24,933 --> 00:03:26,433 then we need to go onto the Vanta 76 00:03:26,433 --> 00:03:28,500 and select that template to make sure 77 00:03:28,500 --> 00:03:31,833 that your changes are active when you do your export. 78 00:03:31,833 --> 00:03:33,266 So it’s easy to do, 79 00:03:33,266 --> 00:03:35,300 just go to the upper right hand corner, 80 00:03:35,300 --> 00:03:37,300 pull down to get your menu tray. 81 00:03:37,300 --> 00:03:39,300 Select your export settings. 82 00:03:39,300 --> 00:03:43,166 And then go to the template section of the export settings. 83 00:03:43,166 --> 00:03:46,833 Select Alloy Plus which is the section that we edited 84 00:03:46,833 --> 00:03:48,533 and now it will be the active thing 85 00:03:48,533 --> 00:03:50,100 when you go ahead and export. 86 00:03:50,100 --> 00:03:52,133 Those settings will show up in your export 87 00:03:52,133 --> 00:03:54,800 so now you can just cut and paste from that export 88 00:03:54,800 --> 00:03:57,866 into your report saving time and effort 89 00:03:57,866 --> 00:04:00,066 when it comes time to make that report. 90 00:04:00,066 --> 00:04:01,800 So thank you very much for watching. 91 00:04:01,800 --> 00:04:04,066 Have a great day.