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Exporting data

Abstract

Create exports, view statuses, and schedule exports.

Use the Exports page to create and schedule exports, view statuses, and download exports. You can search by export name or output, and filter by the status of the export, by pipe or date. Even if you make changes to your pipe, you can go back and see your previous results.

Creating an export

  1. Go to the Exports page.

  2. From the Export log tab, click Create export.

  3. In the drop-down menu, click Export now.

  4. In the Create export pane, select the pipe to export by using the search bar, list or sort by creation date. Click Next.

  5. In the Create an export pane, enter the following information:

    1. (Optional) In the Export name field, enter the name of your export.

    2. In the Input field, select the data to export.

      Note

      You can deselect Refresh data sources if you don't want to refresh third-party data sets before exporting. If you keep it selected, the data set refreshes.

    3. In the Export field, select the output for export.

  6. Click Export now.

    The export and status appears in the Export log.

Creating a scheduled export

  1. Go to the Exports page.

  2. From the Export log or the Scheduled exports tab, click Create export.

  3. In the drop-down menu, click Schedule export.

  4. In the Create export pane, select the pipe to export by using the search bar, list or sort by creation date. Click Next.

  5. In the New Schedule pane, enter the following information:

    Field

    Description

    Export name

    (Optional) Enter the name of your export.

    Starting on

    Select the date to start the scheduled export.

    Repeat

    Toggle on to repeat the scheduled export. Toggle off for a one time scheduled export.

    Starting at

    Select the time and time zone for the export.

    Input

    Select the data to export from.

    Output

    Select the output to export to, such as CSV.

  6. Click Create Schedule.

    The export appears in the Scheduled exports tab. You can edit, pause, send or delete any scheduled export. In the Scheduled exports tab, find the export you want to work with and click the menu to find the action to work with.