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.
- 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
.
To create an FTP target, you need to have an export integration. Contact the integration partner to get the details for setting up the FTP target.
- Under Name, enter a name to describe the person or group of people who will be receiving the export.
- Complete the URL, Port, Username, Password, and Mode fields with the information you've gathered from the export integration partner.
- Click
Create
.
- 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 click
Save
.
- To turn on the export schedule, select the Enabled checkbox and then click