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This guide includes features awaiting release. If an option is not available in your workspace, contact StackShift Support.

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What you can do

Reuse a report and share its permitted results in a useful file format. Where to find it: Analytics → Saved reports, Exports and Schedules

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Before you start

  • Report access; export or schedule permissions where required.

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Steps

1
Save a report with a name that describes its metric and audience.
2
Open the saved report and check its current filters before exporting.
3
Choose an available CSV, XLSX or JSON export. Wait for the export to finish and download it before its link expires.
4
For recurring reports, create a schedule with the report, timezone, local time, weekdays and format. Review its delivery settings before enabling it.
5
Check export or schedule history after the first run. Disable a schedule that is no longer needed.

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Example

Schedule the weekly inbox report for the team’s Monday review in the team’s timezone.

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Things to know

  • An expired download can require a new export.
  • Export permission and current access still apply; a saved report does not preserve access you later lose.

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What happens next

You can retrieve a consistent report without rebuilding its query each time.

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If something goes wrong

  • Export failed: read its result and check scope and permissions.
  • Schedule ran at the wrong local time: inspect its timezone and local-time setting.

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