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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

export_automation_basic.png

Automation Email Content

Step 1: Create Email subject line and email body text

Step 2: Click Recipients tab

automation_content.png

Automation Email Recipients

Step 1: Choose Recipient Type

automation_recipients.png

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_add_email.png

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

automation_send_time.png

Manage Automations

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

manage_automation.png

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

automation_filters.png

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