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.
How to get there:
Manage existing exports by navigating to the Supporter Management package and click the Manage Exports link.
Run the Report
To schedule a report for export, first locate (or build) the report you'd like and then run the report.
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.
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.
Follow these instructions to set your export options. Note: When entering email addresses, make sure the email is associated with a campaign manager account.
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.
Save the exported data to your disk. If the file is a ZIP archive then the name will end in ".zip". Use your computer to "unarchve" the results. The unarchived file wlll contain the report results in a tab-delimited format that is easy to import into databases and spreadsheets.
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.
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.
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:
Use the results
Click on the ZIP file link to download it.
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.