How do I set up a scheduled export?

Navigate to "Settings” & “Scheduled Exports”. Select your report, set the date, frequency, and file format.

Watch how to set up a scheduled export.

 

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.