Using Automation with Customized Exports

Article Contents

• Create New Automation 
• Basic Settings
• Automation Email Content
• Automation Email Recipients
• Automation Email Send Time
• Manage Automations

NOTE: For information on customizing exports, see Help article

Create New Automation

Step 1: Navigate to Reporting > Exports > Automation

Step 2: Click + New Automation

Basic Settings

Step 1: Create name for Export Automation

Step 2: Select Export (NOTE: Use search to find specific export)

Step 3: Click Content tab

Automation Email Content

Step 1: Create Email subject line and email body text

Step 2: Click Recipients tab

Automation Email Recipients

Step 1: Choose Recipient Type

Step 2: Select MyVR User from dropdown, OR enter custom email address

Step 3: Continue to click Add Recipient and select/enter emails for multiple recipients

Step 4: Click Send Time

Automation Email Send Time

Step 1: Select Start from date (date of first automated send)

Step 2: Select specific Send Time (e.g. 5:00 pm. Time zone based on your MyVR settings.)

Step 3: Select Schedule frequency (e.g. weekly, monthly)

Step 4: Select End date (date of last automated send)

Step 5: Click Create

Manage Automations

• View Last Sent date
• Toggle Yes/No to Enable Automation
• Edit, Copy, or Delete Automation

• Click Search & Filters to find an Export Automation or filter results.