How to schedule exports in Mews Business Intelligence

Mews Business Intelligence

You schedule exports in Mews Business Intelligence to automatically send dashboard reports to stakeholders at regular intervals. As a revenue manager, finance team member, or operations manager, you use scheduled exports to share performance data without manually exporting dashboards.

 

Scheduling exports helps you keep teams informed with up-to-date reports for daily operations, weekly reviews, or monthly reporting.

 

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Note
  • Business Intelligence provides curated dashboards only. For full customization functionalities, upgrade to Business Intelligence Pro. It is included in subscription tiers Enterprise, Portfolio, and Brand. You can purchase Business Intelligence Pro as an add-on in the Mews Marketplace.
  • Data refreshes in Mews Business Intelligence every two hours.

 

In this article, you can learn about:

 

How to schedule exports in Mews Business Intelligence

Follow these steps to schedule a dashboard export.

  1. In Mews Operations, go to the main menu main menu > Business Intelligence > Overview.
  2. Open the dashboard you want to schedule, for example, ADR.
  3. Click more actions  More actions > Schedule export in the top-right corner of the dashboard.
  4. Click Create new.
    schedule export

  5. Enter the details of your new export:

    1. Select the file format, for example, PDF, Excel, or CSV.
    2. Add the email addresses of recipients.
    3. Choose the frequency, for example, daily, weekly, or monthly, for the report to be sent.
      enter details export
  6. Review the schedule settings.
  7. Click Create to schedule the report.

The system sends the dashboard export automatically based on your selected schedule, to the recipients you select.

 

You can now share dashboard reports with stakeholders without manual exports.

 

Export formats and delivery options

When scheduling exports, you can configure:

  • File format: PDF for presentations, Excel or CSV for data analysis
  • Recipients: One or multiple email addresses
  • Frequency: Daily, weekly, or monthly delivery
  • Filtered views: Exports reflect the current dashboard filters

 

For example, you can schedule a weekly PDF report of the Revenue dashboard filtered to a specific property.

 

Note: Scheduled exports use the dashboard’s current filters and layout at the time you create the schedule.

 

Manage scheduled exports

You can update or stop scheduled exports at any time.

To do so:

  1. In Mews Operations, go to the main menu main menu > Business Intelligence > Overview.
  2. Open the dashboard you want to schedule.
  3. Click more actions  More actions > Schedule export in the top-right corner of the dashboard.
  4. View existing scheduled exports.

schedule export

  1. Click more actions to edit the schedule settings or remove the schedule.
  2. Confirm your changes.

Changes apply immediately to future deliveries.

 

 

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