Schedule excel or csv export

Jessica Contributor
edited December 2023 in Reporting Ideas

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

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  • G_Grey
    G_Grey Contributor

    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).