This article explains how you can schedule daily, weekly, or monthly data exports to email.
To schedule an export of widget data you first:
- Enter the dashboards section
TIP: To make a one-off data export, check out this article
- Then click on the dashboard with widgets for which you want to export data.
- Apply preferred view filters:
NOTE: The filters applied at the moment you schedule data exports, are the filters that will apply to your export. You can set up multiple exports on the same dashboard/widget, with different filters each time.
- Click on the 'hamburger menu'
which you can find in the upper right corner of each widget.
- Then click
'Data export'
- Switch to the tab 'Schedule'
- Give your scheduled export a subject name.
- Choose a rolling date.
- Set a start and end date for the period in which you want to receive emails.
- Choose your preferred time of day (default 9.00 AM) and frequency.
- Select Recipients.
- Click Save.
- Read the following article to learn how to edit scheduled exports: How to edit scheduled exports