The Automated Export feature allows admins to automatically send event data exports via email on a recurring schedule.
Automated exports combine a Saved Export template (which defines the columns) and a Shared Saved View (which defines the filters and data selection).
1. Creating an Automated Export
Admins can create automation rules in Workspace Settings → Configurations → Export → Automations.
Steps to Set Up an Automated Export
Click + Add to create a new automation rule.
Give the automation a unique name.
Select a Saved Export template (column setup).
Select a Shared Saved View (filter setup).
Choose recipients:
Add one or multiple ****users from a dropdown list, or
Enter email addresses manually (validated before saving).
Define how often and when the export should be sent:
Daily: e.g., every day or every 2 days at 15:00.
Weekly: e.g., every Monday at 15:00, or every 2 weeks on Friday.
Monthly: e.g., every month on the 15th, or every second Monday.
Confirm to save the automation rule.
You can create multiple rules for the same template/view combination with different recipients or schedules.
2. Email Delivery
Recipients will receive an email with the exported CSV file attached.
If no data matches the filters for that period, the email will still be sent but without an attachment, and will include a message explaining that no records matched the criteria.
3. Managing and Editing Automation Rules
Admins can:
Edit automation rules (name, template, view, recipients, schedule).
Delete rules when they are no longer needed.
Create multiple rules for the same template with different recipients or schedules.
If a Shared Saved View is connected to an automation rule, it cannot be deleted until the export automation is updated or removed.