In This Article:

    Schedule a Report for Export

    In This Article:

      Overview

      When to use it:

      Any report (whether a built-in report or a custom report) or query can be scheduled for export so that it shows up in your email automatically every month, week, etc.

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      How to get there:

      Manage existing exports by navigating to the Supporter Management package and click the Manage Exports link.

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      Run the Report

      To schedule a report for export, first locate (or build) the report you'd like and then run the report.

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      Export the Report

      After the report is run and you've spot-checked the data on the screen for accuracy, click the Export link at the bottom right of the report.

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      Schedule the Export

      After you click the export link, you'll be taken to a screen with options for immediate export.  Ignore all of those and click on the Export Options link.

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      Follow these instructions to set your export options.  Note: When entering email addresses, make sure the email is associated with a campaign manager account.

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      Retrieving the Scheduled Export

      At the scheduled date and time, an email will be sent to the campaign manager emails which were entered in the export options.  This email will contain a link to the report.  In order to protect your data, campaign managers must be logged in to access the link.

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      When Exports Can't Be Scheduled

      If the report includes User Defined Variables (set on the conditions tab), this means the report requires information from the user in order to run. Consequently, reports which include User Defined Variables cannot be scheduled.

      User Defined Variables are set on the conditions tab in the Custom Report Builder.

      user_defined_variables_are_set.png

      When User Defined Variables are present in a report, information is required from a user in order for the report to collect data.  Since there's no way to automate the entry of User Defined Data, these reports cannot be scheduled.

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      Receive the results

      The results will be sent to the email addresses that you provided in the setup steps.  The results will appear in inboxes in a message that looks like this:

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      Use the results

      Click on the ZIP file link to download it.

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      Unzip the ZIP file.  You'l see a file that has the same name as the ZIP file, but that ends in ".txt".  Import that file into your spreadsheet.

       

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      Comments

      2 comments
      • And how does one access a list of scheduled reports (or modify/cancel a scheduled report)?

      • The emailed link reveals an AWFUL report in a txt file, even though I scheduled an EXCEL to be exported. Why?

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