How do I set up a scheduled export?

Scheduled exports allow you to schedule reports to automatically be sent to your email at your preferred cadence.

Watch how to set up a scheduled export.

Step 1: Navigate to your settings as shown below - 

Within your settings, click on the "Scheduled Exports" menu item and click the "Schedule Export" button 

Choose which report you want to schedule, the format (Xlsx or Csv), the saved view you created, and then the delivery cadence. Lastly, for an SFTP export, you'll want to make sure you chose the delivery method you configured earlier and this is also where you can specify a destination folder. 

Once you have finished, click the "Schedule Export" button and you are all set! 

FAQs

Can I change the frequency of a scheduled report?

Yes, you can edit the schedule to change the frequency.

Can I cancel a scheduled export?

Yes, you can delete the schedule at any time.

What file formats are supported?

You can choose between .xlsx and .csv formats.

Can I schedule multiple reports?

Yes, you can set up schedules for multiple saved reports.

How does this feature improve data integration?

It allows for automated data exports, making it easier to integrate Occupier data into third-party software platforms.