To export your data to Excel, you will need to initially export your data as a CSV file, which can be opened in Excel. To schedule a report in CSV format, navigate to location Reports > Export Data in the left hand menu. Select the data date range, grouping frequency, locations and data sets you wish to report on, then click “Schedule Report” in the top left of the pane. A Schedule Report window will open; name your report, select start date, choose the time of day you’d like your report to send, report frequency, number of days of data the report should include, and enter recipient email addresses, and click “Add Schedule”. Scheduled reports are user-specific, so they can only be viewed and edited by the user that created them.
Created by: Boikanyo Makobole
Modified on: Thu, 8 Mar, 2018 at 10:15 AM
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