How do I create an automated contributions report?
If you want to create a contributions export that recaps all of the contributions received and automatically sends it to select users in your platform at a frequency of your choosing (daily, weekly, monthly), follow the instructions below:
1. Select the contributions tab and select apply filer. Apply a filter for Date.
2. If you want to receive a weekly report of all contribution activity that happened that week select the "less than 30 days ago" option and adjust the number to less than "7" days ago. If you wish to receive a daily report, adjust the number to less than "1" day ago. If you want to receive a monthly report, you can leave it as less than 30 days ago or use the previous month option if you plan to send this report out on the 1st of each month. Do not use the custom date range for this scheduled export as those dates will not be dynamic and will continue to send you the same data set in each export.
3. From the export side panel you can add a name or a description to your scheduled export. Choose a data export type from the available offers or choose custom to hand select your export criteria. Click here to read more about export types and how to customize an export. If you are choosing the custom export option make sure to at least include the items in the screenshot below for a calltime interaction export. Lastly, you'll also see an option to toggle a button on to schedule for later, toggle to yes.
4. Next you will be able to choose the frequency at which you receive this export, what time you want to receive the export, and which users you want to receive the export. These future exports will be sent to you and any users in your platform at the email address provided in the user settings.
5. If you need to change something about your scheduled export you can select the Exports tab and select the Scheduled Exports option. Select the ... to the far right of the export you wish to modify. Select Edit Scheduled Export to edit the frequency, day of week, time, timezone, or recipients. To pause a scheduled export temporarily, choose the Deactivate Scheduled Export option, you'll be able to reactivate it whenever you wish to resume the scheduled exports. To stop sending scheduled exports choose the Archive Scheduled Export option.
