You can export reports as well as tables from the system as Excel Files. To learn more about Exporting, please go to this article. In this article, you are going to learn how to make any export recurrent. This way, there is no need to manually export data from the system.
Every export that you process in the system will be registered in the Exports History page. To learn more about Export History, please go to this article.
After you process an export, you can make it recurring by following the steps below.
Step 1
Navigate to Settings → Logs → Exports History
From the Export History list, find and select the export you want to schedule and make recurring.
Step 2
Find the Enable Recurring Export? option and set it to Yes as shown in the image below.
