Export-related functions have a new home. Now residing in Export, which is found under Analytics, you will find ‘On Demand / Schedule‘, ‘Scheduled‘ and ‘Export Settings‘ tabs.
Export Tabs
This tab allows you to very quickly request a report on demand and/or schedule a report with ease.
The ‘Scheduled‘ tab allows you from a glance see all exports that are currently scheduled.
Clicking ‘Edit‘ allows the schedule to be made active/inactive as well as email addresses to be added/removed.
Settings relating to exporting now reside within the Export Settings tab of the Export page.
How to
From the Export screen under Analytics, select the report type, Queues, Layouts or Combined.
Select the date range from the calendar on the right-hand side, then click ‘Export Report‘.
The export will then be generated and sent via email once ready.
From the Export screen under Analytics, select the report type, Queues, Layouts or Combined.
Check ‘Create a Schedule‘, then select the desired frequency, Daily, Weekly or Monthly, and enter the email recipients.
Select the date range from the calendar on the right-hand side for the On Demand export, then click ‘Save & Export‘.
The recurring export will be scheduled, the on demand report will be generated and sent via email once ready.
From the Export screen under Analytics, select the report type, Queues, Layouts or Combined.
Check ‘Create a Schedule‘, then select the desired frequency, Daily, Weekly or Monthly, enter the email recipients, then click ‘Save Only‘. The recurring export will be scheduled.
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