Data Exports

Scheduled Reports

Available on the "Report Builder" reports, a user can select to export the report to CSV.  You can also select the drop down arrow on the "Export CSV" button to select the "Add export to my Reports" option.



Once you have given the report a name, click the "Add" button to save the report for use at a later time.

You can also go back to Reports and click the edit icon next to the report:



Select “Enable Schedule” – select the Frequency and Day/Date you would like it run.



This will then send the user a link to the report on the scheduled day, where they can run the selected report.