How do I set up an automatic daily export?

1. The first step is to create and save your custom table view. More information about this is available here.

2. Next, click the “Views” button, then check the “Daily Delivery” option next to your custom saved search. This will automatically save, so you can exit out once you are finished.

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After selecting Daily Delivery, each night you will receive an email with a CSV file containing the fields you selected in your view.

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