When to Use This Feature
Use column visibility controls for exports when you need to:- Generate executive summaries without technical detail columns
- Create print-friendly PDFs excluding formula or calculated columns
- Export compliance documentation showing only required fields
- Produce different views for different stakeholder audiences
Configure Saved Views for Export
The recommended approach is to create dedicated saved views that pre-configure which columns appear in exports.1. Define Export Views in Configuration
Add export-specific views to yourrisksheet.json configuration:
2. Select View Before Exporting
- Open your Risksheet
- Use the View dropdown in the top panel
- Select your export-specific view (e.g., “Executive Summary”)
- Click Export to Excel or Export to PDF
- Switch back to “Full View” for continued editing
Hide Columns Dynamically for PDF Export
For PDF exports, you can hide columns programmatically using custom export scripts without creating saved views.Configure PDF Export Script
Attach a custom Velocity template namedrisksheetPdfExport.vm to your document:
Comparison: Saved Views vs. Dynamic Hiding
| Method | Best For | Limitations |
|---|---|---|
| Saved Views | Excel exports, reusable views, user control | Requires view switching, no automation |
| PDF Script | PDF exports, automated, no user action | PDF only, requires Velocity scripting |
| Select Visible Columns | Ad-hoc exports, one-time needs | Manual checkbox selection each time |
Use Manual Column Selection
For one-time exports, use the built-in column visibility selector:- Click Select Visible Table Columns in the top panel
- Uncheck columns you want to hide
- Click OK
- Perform your export
- Restore columns by reopening the selector and checking them again
Common Patterns
Executive Dashboards
Hide implementation details, show only risk ratings and status:Compliance Documentation
Show all required fields, hide internal tracking columns:Print-Friendly PDFs
Remove wide text columns that cause page breaks:Verification
After configuring your export views:- Select a saved view from the dropdown
- Verify that only the intended columns are visible
- Export to your target format (Excel or PDF)
- Open the exported file and confirm column visibility matches expectations
See Also
- Export to Excel - Excel export functionality and formatting
- Export to PDF - PDF export options and customization
- Customize PDF Export Scripts - Advanced PDF scripting
- Create Saved Views - Saved view configuration
- Configure Column Visibility - Interactive column hiding
Sources
Sources
KB ArticlesSupport TicketsSource Code
ExportToPdf.tsToggleReviewCommand.tsResetColumnsCommand.tsExportToExcel.tsColumnsHelper.ts