You can auto-export your event data to an email address or external system on a regular schedule, daily, weekly, or at another interval you set. Use them to automatically keep your MIS, ERP, or reporting tools up to date.
Setting up an export automation
Go to Workspace settings via the gear icon.
Click Export, then Export automations.
Click + Add new.
Enter an automation name.
Select an Export template and a Saved view (they define what data gets exported and which view it's pulled from).
Under Send to, add the recipients for this export by name or email.
Set the schedule, how often and at what time the export should run.
Save.
You need at least one export template before you can set up an automation. Create your templates first under the Export templates tab.
FAQ
Can I have multiple automations with different templates?
Can I have multiple automations with different templates?
Yes. Each automation can use a different export template and saved view. Set up as many as you need.
What data does each export include?
What data does each export include?
Each export uses the template and saved view you selected when setting up the automation. Change either one to change what's included in the export.
Can I send an export to multiple people?
Can I send an export to multiple people?
Yes. Add as many recipients as you need under Send to.
Can I pause an automation without deleting it?
Can I pause an automation without deleting it?
Reach out to our support team if you need to pause an automation without deleting it.