Schedule automatic exports from tables and charts that run on a regular basis. This is ideal for distributing routine reports to stakeholders, such as weekly emissions summaries or monthly performance metrics.
Scheduled exports vs alerts
Before setting up an export, consider whether you need a scheduled export or an alert:
Scheduled exports run on a fixed timetable and send regardless of what the data shows. Use these for regular reporting, such as a carbon footprint summary sent every Monday morning.
Alerts only send when your data meets specific conditions. Use these for exception monitoring, such as when emissions exceed a threshold. See Set up alerts for details on conditional exports.
Create a scheduled export
You can schedule exports from individual tables and charts. The export will be sent to specified email recipients according to your schedule.
Select the table or chart you want to export.
In the toolbar at the top right of the table or chart, click the More menu (⋮).
Select Schedule export.
In the Recipient field, enter one or more email addresses, separated by commas.
(Optional) Add a subject line and message for the email.
Select the file format for the attachment:
PDF for visual reports that preserve the layout
Excel for data that recipients will analyse further
CSV for simple data extracts
In the Frequency section, configure when the export should run (see Frequency options below).
(Optional) Adjust the time zone for the schedule if your recipients are in a different region.
Click Create to save the schedule.
The export will now run automatically according to your schedule, sending the selected table or chart to your specified recipients.
Frequency options
Frequency | How it works |
Daily | Runs once per day at a specified time, or multiple times throughout the day at intervals you define |
Weekly | Runs on specific days of the week at a specified time |
Monthly | Runs on a specific day of each month at a specified time |
Custom | Uses cron syntax for complex schedules, such as quarterly reports or the first Monday of each month |
Choose the right format
The format you choose depends on how recipients will use the export:
Format | Best for |
Visual reports for presentations or stakeholder review—preserves the layout exactly as it appears | |
Excel | Data that recipients will analyse further or incorporate into their own spreadsheets |
CSV | Simple data extracts compatible with many tools, including other data systems |
Manage scheduled exports
Once you've created scheduled exports, you can view and manage them:
Select the table or chart that has a scheduled export.
In the toolbar at the top right, click the More menu (⋮).
Select Schedule export to view existing schedules.
From the schedule list, you can:
Edit a schedule to change recipients, frequency, or format
Pause a schedule temporarily without deleting it
Send now to trigger the export immediately without waiting for the next scheduled time
Delete a schedule you no longer need
If a scheduled export fails repeatedly (more than 10 consecutive failures), it will be automatically paused and you will receive an email notification. You can resume paused exports from the schedule list by selecting Resume from the More menu.
Tips for effective scheduled exports
Test before you schedule. Use the Send now option after creating a schedule to verify the export looks correct before it goes to stakeholders.
Check active filters. The export captures data based on any filters currently applied. Make sure filters are set appropriately, or use the Customise control values option to specify exact values for the export.
Consider your recipients' needs. If stakeholders need to explore the data interactively, include a link to the workbook in the email so they can access the full analysis.
Review schedules periodically. Exports that were useful six months ago may no longer be needed. Check your active schedules occasionally and pause or delete those that are no longer serving their purpose.