Data Export Navigation
Navigating through Data Export:
Data Export has different pages through which you can create, schedule and export your reports.
You have three different pages: Templates Page, My Reports page and Schedule page.
- Templates Page:
This page will show all the pre-made templates for different scenarios and requirements:
You can always navigate to the templates page by clicking the “Templates” button.
My Reports page:
All the reports you create will be saved in the “My Reports” page. You can navigate to this page by clicking on the “My Reports” button :
From the “My Reports” page, you can edit and schedule your reports. You can also create new reports by clicking on the “Create new report” button.
The “Schedule” page will allow you to either create a schedule to export your reports immediately, or create an hourly, daily, week and monthly automated schedules.
You can navigate to this page by clicking the “Schedule” button:
The schedule page has three additional tabs: Scheduled Reports, Actual Schedule and Report History:
1) Scheduled Reports Tab: The “Scheduled Reports” tab will show the schedule details of your report:
2) Actual Schedule Tab: The “Actual Schedule” tab will also show the schedule details. Also the “Actual Schedule” tab will give you access to edit your active schedule:
3) Report History Tab: The report history tab will show the status of the export process of a report. When you export a report, the report will run in the “Report History” tab and then you can download the report:
If you like to know more about scheduling a report, please read the articles on “Scheduling a report”.