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Schedule Automatic Exports in Web-Based Direct

Schedule Automatic Exports in Web-Based Direct

Batch Reports have been upgraded to Scheduled Exports, including the new capability to produce files on a weekly basis. This new capability can be seen from the Create icon on the header.

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When creating a scheduled export, users must now select a list and a data set to appear in the Microsoft® Excel® file that is produced.

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Choose a start date and run time (end date is optional), then select the frequency with which to run the report:

  • Daily
  • Weekly
  • Monthly, or
  • Quarterly.

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You can find your generated report within the Exported Reports section.

Version history
Revision #:
1 of 1
Last update:
‎02-27-2020 03:30 PM
Updated by:
 
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