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How to Schedule Reports

Scheduling 

Reports can be scheduled for any data exports dashboards using the top right hand corner ellipses (or cogwheel for data exports sections) to select 'Schedule'.

From here, you can set a name for this schedule, apply filters or double check filters that have been applied on your view prior and set your interval/file format to schedule.

  • Can be shared with others within the same domain as you.

  • Multiples of the same report can be scheduled (ex. with different filters applied, time periods, etc).

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