This article explains how to schedule a view export, to be delivered as a spreadsheet, document or image by email
Instructions to schedule a view export
The following video demonstrates how to schedule exports
A step-by-step guide
Step 1: Build or open the view you wish to export
- In inmydata, build or open a view
- If you build a view save the view
Step 2: Configure the export settings
- Select the share button (
) from the toolbar on the left - Select E-mail, then enter the Reply To address, the Recipient(s) and a message to include in the email
- Select the format of the export you wish to send
Step 3: Schedule the export
- Select the Frequency for which you want to send the schedule
- Select the Calendar the schedule will be based on
- Select the time of day you wish to send the email
Views must be saved before they can be scheduled
