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Create an export task

For more information, see Export tasks.

  1. Go to Scheduler > Overview.

  2. Click Add.

  3. Select export for the Type.

  4. Enter a Name.

  5. Click Save.

  6. Select a Filter. Its output will provide the data for the export.

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

  8. Specify a Filename. For example, $export_name_$yyyymmdd.csv.


    Use the dropdowns and Insert in Directory buttons to insert variables into these fields.

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

  10. Click Save.

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