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Routine export

  • 18 April 2023
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Hi I want to be able to download the data regularly so i can track status changes across the opportunities and for data back up purposes. There are reports I can regularly email myself, but I want to email an export not a report at a set date/time each week.

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Best answer by Michelle from Copper 26 April 2023, 22:03

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Hi @NRJ, thanks for posting! You mentioned you can do a scheduled email of a report, but you’re looking for an export. I’m assuming you mean a CSV/XLSX instead of a PDF?

If that’s the case, you can add a CSV/XLSX to that schedule email. Where you go to set up that schedule email, you’ll see an option for “Select attachments”

 

When you click “Select attachments” it gives you a list of Insights to attach in CSV or XLSX format. Just click it to add it to your scheduled email.

In this example, I’ll receive a PDF of the whole dashboard report, plus a CSV of the insight called “Activity Table”

 

Let me know if that helps!

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