Tutorial: Schedule automated exports

Set up a recurring CSV export so your team gets weekly data without manual downloads.

Tutorial: Schedule automated exports

Set up a recurring CSV export so your team gets weekly data without manual downloads.

What you’ll learn

By the end of this tutorial you will be able to:

1. Create a scheduled export from the dashboard
2. Choose delivery method (email, webhook, or download)
3. Monitor and modify your schedule

Prerequisites

• An enterprise admin account with Data export permission
• A webhook URL (if using webhook delivery) or access to your email inbox

Scenario

Time to complete: 10 minutes

You are the team lead for analytics at Acme Corp. Your team needs a weekly CSV of transaction data delivered every Monday morning. This tutorial shows you how to set it up so the data arrives automatically.

Step 1: Open the schedule form

1. Sign in to Acme.
2. Navigate to Settings → Exports.
3. Click Create schedule.

Step 2: Configure the export

1. Dataset: select “Transactions”.
2. Date range: choose “Last 7 days” (this resets each run to the 7 days before the run date).
3. Format: select “CSV”.
4. Filters (optional): leave blank to export all transactions.

Step 3: Set the schedule

1. Frequency: choose Weekly.
2. Day: select Monday.
3. Time: choose 08:00 UTC.

Step 4: Choose delivery method

Pick one:

Email delivery (simplest):

1. Select Email.
2. Enter analytics-team@acme-corp.com.
3. Acme sends the CSV as a download link when each export completes.

Webhook delivery (automation):

1. Select Webhook.
2. Enter https://hooks.acme-corp.com/export-receiver.
3. Acme POSTs JSON to your URL with { "status": "completed", "download_url": "..." }.

Step 5: Save and verify

1. Click Save schedule.
2. You should see the schedule in the list with status Active.
3. The next run appears in the Next run column.

Result: Your weekly export is active. The first export runs at the next Monday 08:00 UTC window. Allow up to 2 minutes for processing before the delivery arrives.

Modify or delete a schedule

1. Go to Settings → Exports.
2. Click the schedule name.
3. Edit any field or click Delete schedule to stop future runs.

Deleting a schedule does not remove exports that already completed.

Outcome

You now have a weekly CSV export delivered automatically. Your analytics team gets fresh data every Monday without anyone remembering to run it manually.

Next steps

• API overview: Automate exports — control exports programmatically
• Feature reference: Scheduled exports — all options and limitations
• Troubleshooting: Export issues — what to do if a scheduled export doesn’t arrive

Troubleshooting