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Create a multi-export task

For more information, see Multi-export tasks.

  1. Go to Scheduler > Overview.

  2. Click Add.

  3. Select multi-export for the Type.

  4. Enter a Name.

  5. Click Save.

  6. Specify a Directory in which to save the exported file. For example, exports\$export_name\$yyyymmdd\.

  7. Specify a Delimiter. The recommended delimiter is ,.

  8. Click the Add button for the Filters pane.

  9. Select a Filter Name.

  10. Optional: Double-click a cell in the File Name column to rename the output file.

    To include the time & date in the file name, see Custom date format.

  11. Repeat steps (8) - (9) to include additional filters in the export.

  12. Optional: Enable the Upload Results to Remote SFTP Host toggle. Enter a Remote Target Directory, Host Name, Port, Username, and Password.

    1. Enable the Compress Files To Single Archive toggle. Enter a filename for the Remote Archive File.

  13. Click Save.

  14. Go to the Schedule tab to set up a Scheduled run, then click Save. Or, perform a Manual run.