In this article we explain how you can edit scheduled data exports
Tip: if you did not schedule automatic data reports yet, read this article first to learn how it works.
To edit scheduled exports, you first:
- Navigate to ‘Scheduled exports’ in the menu;
- 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 or widget, with different filters each time.
Edit the export information
You can edit the:
- Subject;
- Filename;
- Rolling date;
- File type: CSV or Excel.
Edit the schedule information
You can 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
You can edit the recipients you want to receive the scheduled exports by email.
