💡 Purpose
This feature allows you to generate and download reports easily, whether for immediate use or automated scheduling. This ensures quick access to key data for better decision-making and tracking.
📍 Navigation
To export your analytics quickly and efficiently, click the Manage Exports button located next to the Download button.
From here, you can choose to export your data manually for immediate access or set up automatic exports for ongoing reports.
Manual Exports
If you need your data right away, follow these steps to manually export:
- Select a Date Range – Choose the specific time frame for the data you want to export.
- Name Your Export & Select Recipients
- If the recipient is a staff member with a Fetch account, simply search for their name. (Note: Staff without an email cannot be selected.)
- To send the export to someone without a Fetch account, manually enter their email and click Add.
- Choose a File Format – Select whether you want the export as a PDF or CSV file.
Automated Export
If you need to generate reports on a recurring basis, you can set up an Automated Export for convenience. This is useful for creating weekly, bi-weekly, or monthly reports without manual effort.
How to Set Up an Automated Export
- Click the Automated Export button, then select Create.
- Name Your Export – Enter a recognizable name for easy reference.
- Set the Schedule – Choose how frequently you want the export to run.
- Select the Time – Specify when the export should be generated.
- Add Recipients – Enter the email addresses of those who should receive the report.
- Choose the Date Range – Select whether the data should cover the last 7 days, 30 days, or another timeframe before the export date.
- Filter by Rating (Optional) – If you want to include only specific ratings, click Yes and select the ratings to be included.
- Choose a File Format – Select whether you want the export as a PDF or CSV file.
Once configured, your automated reports will be sent to the selected recipients on schedule, ensuring timely insights without the need for manual exports.
Download
If you need to instantly download your data, simply click the Download button, and the file will be immediately saved to your device.
How to Download
- Select a Date Range – Choose the time period for the data you want to export.
- Choose a File Format – Select between CSV or PDF based on your preference.
- Click Download, and your file will be ready instantly.
This allows for quick and easy access to your analytics whenever you need them.