Create an export schedule if you want certain reports to be automatically exported at the same time every day, week, month, or year.
Step 1: Create the export target
- Go to Main menu > Exports > Targets.
- Click the
+
button. - Choose whether you want to create a mail, FTP, or webhook target.
Create a mail target
- Under Name, enter a name to describe the person or group of people who will be receiving the export.
- Under To, enter the email address that you want the export to be sent to.
- If you want to send the export to multiple email addresses, add each email address to the field and separate them with commas. - Click
Create
.
Create an FTP target
Contact the integration partner to get the details for setting up the FTP target.
- Under Name, enter a name for the export target (for example, the name of the subfolder in the FTP server)
- Enter the URL that you want files to be uploaded to. Note: We recommend that you use an FTPS or SFTP URL; if you use a normal FTP URL, unencrypted files will be exchanged between Mews and your FTP server.
- Complete the Username, Password, and Mode fields.
- Click
Create
.
Note: Because we're a cloud-based system, we can't give you a list of IP addresses for your export server to whitelist.
Create a webhook target
- Under Name, enter a name to describe the person or group of people who will be receiving the export.
- In the URL field, enter the webhook URL.
- Click
Create
.
Step 2: Set up the report
- Open the report that you want to create an export schedule for.
- Click
OK
>Create export schedule
. - In the Report configuration section, choose how you want the report to be set up when it is exported.
- Under Interval, choose the period of time that you want the report to pull data from. - Click
Save
.
Step 3: Schedule the export
- In the Export schedule section, update the name of the export if necessary.
- Under Next start, choose the date and time that you want the export to start on.
- Under Frequency, select how often you want the report to be exported.
- For example, if you chose July 11th at 12:00 as the Next start and daily frequency, the report will be exported next on July 12th at 12:00. If you select weekly frequency, the report will be exported next on July 18th at 12:00. - Under Export target, select the target that you created in Step 1.
- Under Format, select the file format that you want the report to be exported in.
- Click Save.
- To turn on the export schedule, select the Enabled checkbox and then clickSave
.