You can create an export schedule to automatically schedule your report exports in Mew Operations if, for example, you want to automatically export certain reports at the same time every day, week, month, or year.  

 

This is useful so you, your property managers, finance teams, and operational staff can save time by using automatic scheduled exports instead of repeating the same process multiple times. 

 

To view your scheduled reports in Mews Operations, go to the main menu  > Exports > All exports, and click on the Scheduled tab.  

Note:

• The Mews basic subscription package does not include the ability to create export targets for report schedules.
• The ability to create a FTP target is available with enterprise subscription package only.
• You cannot schedule a monthly export schedule on the 29th, 30th or 31st of a month.
• Exports to PDF are not available. 

In this article you can learn about how to schedule a report export:

• Step 1: Create the export target
  • Create a Mail export target
  • Create an FTP export target
  • Create a Webhook export target
• Step 2: Set up the report
• Step 3: Schedule the export
• Step 4: View your scheduled report exports

 

Step 1: Create the export target

To schedule a report export, you need to create the export target.  

 

To do so:  

1. In Mews Operations, go to the main menu   > Exports > Targets.

2. To create a new export target, click  the in the top right-hand corner of the screen.
3. In the options that appear, choose whether you want to create a new: 

• • FTP export target 
  • Mail export target, or 
  • Webhook export target:

Create a Mail export target

4. Enter information in the following fields, those marked with * are mandatory:  

• • Name*: Enter a name to describe the person or group of people who are to receive the export. 
  • To*: Enter the email address that you want to send the export to. If you want to send the export to multiple email addresses, add each email address to the field and separate them with commas. 
  • CC: Add any email address you want to Cc to the email.  
  • Bcc: Add any email address you want to Bcc to the email.  

5. Click Create. 

 

This creates a new mail export target. 

Create an FTP export target

1. To create an FTP export target, you need to first contact the integration partner to get the details for setting up the FTP target. After doing so, enter information into the following fields, those marked with * are mandatory:

• Name: Enter a name for the export target, for example, the name of the subfolder in the FTP server. 
• URL: Enter the URL that you want to upload the files to. Note: Mews recommends you use an FTPS or SFTP URL; if you use a normal FTP URL, unencrypted files are exchanged between Mews and your FTP server. 
• Username*: Enter a username for your FTP export target. 
• Password: Enter a password for your FTP export target. 
• Private key: Type to enter information as identifier or private key.  
•  Mode*: Click the drop-down to select a mode, for example, Active, Passive. Note: Passive mode lets you determine the port for the FTP server to use, and active mode allows the server to set the port. 

2. Click Create. 

 

This creates the FTP export target. 

 

Note: As Mews is a cloud-based system, it is not possible to give you a list of IP addresses for your export server to allowlist.

 

Create a Webhook export target

To create a Webhook export target: 

1. Enter information into the following fields, those marked with * are mandatory:  

• Name*: Enter a name to describe the person or group of people who are to receive the export. 
• URL*: Enter the webhook URL. 

2. Click Create. 

 

This creates the Webhook export target.  

Step 2: Set up the report

To set up the report: 

1. Go to the main menu , then click to open the report that you want to create an export schedule for, for example, Accounting ledger.
2. Click Export > Create export schedule, as below:

3. In the Report configuration section, choose how you want Mews to set up the report export.

4. Under Interval, click the dropdown to choose the period of time that you want the report to pull data from.

5. Scroll down the page and Click Save at the base of the Report configuration section.

Step 3: Schedule the export

To schedule the report export: 

1. In the Export schedule section, update or fill in the following fields, those marked with * are mandatory:

Step 4: View your scheduled report exports 

Note: You can view or edit a specific scheduled report export only if you were the one who created it. 

 

To view your scheduled report exports in Mews Operations:  

1. Go to the main menu   > Exports > All exports, then click the Scheduled tab: 

 

You can see your scheduled report exports with information in the following fields:  

• Export name: Name of the report scheduled for export. 
• Enabled: If your report schedule is live and enabled, for example, Yes or No.  
• Frequency: The frequency of the export export, for example, Hourly, Weekly.  
• Start: Date and time of the report export.  

 

 

You can learn about how to view your report export history here.