In this article, you will find details on how you can schedule your export so you can receive data and reports on a regular basis.


TABLE OF CONTENTS


How to schedule your data export

  1. To get started you will need to create your report, you can do so under "Inbox & Exports" > "Export Events". If you want to find out what you export with all the different options, please check out this article.
  2. Once created save the export as a template via the "Save as Template" button.
  3. Now you can click on "Saved Reports" to see all your saved reports:
  4. By clicking the clock icon, highlighted above, you will be able to select if you want to run the report "Weekly" or "Daily" as well as which weekday and at what time to run the report.
  5. Once everything is configured, click "Schedule"


Tips:

  • For scheduled reports, we suggest emailing them to yourself or to upload them to an SFTP server.
  • The template should use the option to export events in the previous X days, as otherwise, the export will always run for the same timeframe and as a result contain mostly the same data.