Schedule excel or csv export

Jessica

I see a lot of these posts have been closed. Is this a concept that is still being considered?

G_Grey

Not sure if you're already aware of these features -- but my users have found it useful and they do what you're describing.

Solution 1 -- When you click on the title of a card you can choose an option (pic1 below) to schedule as a report. Within the next window you'll be prompted if you want an excel sheet attached with the scheduled send out (pic 2).

Solution 2 --There's also a couple of 'write out' options that you can schedule such as these connectors (pic 3 below).

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