---
title: How to schedule an export
description: Learn how to schedule an export.
---

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April 14, 2026

# How to schedule an export

The **Schedule export** feature lets you automatically send a report to selected users on a regular basis. Here’s how to set it up:

1\. Navigate to the report you want to create a scheduled export for

2\. In the top-right corner of the page click **Share \> Schedule export**

3\. Enter the following information 

![Screenshot of scheduling form](https://support.technis.com/hs-fs/hubfs/KB/CleanShot%202025-06-27%20at%2018.54.25@2x.png?width=670&height=419&name=CleanShot%202025-06-27%20at%2018.54.25@2x.png)

**Name**: A name for your export so you can identify it later, it will be also used as a subject line of the email sent to the recipients. 

**Frequency:** Choose how often to send the report:

- **Daily**: every day
- **Weekly**: select one or more days of the week.
- **Monthly**: select a specific day (eg. 1st or 15th of the month) or last day of the month

In addition to the day, you can specify the schedule time (eg. 10:00) when the export will be sent. If you are configuring the export for somebody else, you can also select a different timezone than yours.

**Report:** Currently open report will be pre-selected, you can change for another report.

**Export time span:** select the data to be included in the report. By default the same setting as the currently open report is used.

**Format:** choose [between PDF or XLSX](https://support.technis.com/how-to-export-a-report?hsLang=en#pdf).

**Recipients:** choose **users** from your organization to which you want to send the report to.

4\. Click **Schedule export** once you have validated all the data is correct.

You can view and edit all scheduled exports anytime from the **All reports \> Exports** menu.

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