How to edit scheduled data exports to your (teams') mailbox

In this article, we explain how you can edit (the filter and export-, schedule-, and recipients information of) scheduled data exports.

TIP: If you did not schedule automatic data reports yet, read this article first to learn how it works: How to set up scheduled data exports.

To edit existing scheduled exports you first:

Navigate to scheduled exports
Click the pencil icon in the action section of the scheduled export you want to edit.

Edit the filter setting

Set the preferred filters in the left filter menu.

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.

Edit the export information

Edit the:

Subject
Filename
Rolling date
File type: CSV or Excel

Edit the schedule information

Edit the:

Start and end date of the period you wish to export data.
The time you wish to export the data (We use the Amsterdam time zone)
The frequency in which you want to export data
Which specific days in the week or month that you want to export data.

Edit the Recipients

Edit the:

Recipients you want to receive the scheduled exports by email.

Click Save.