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Schedule Recurring Exports

  • Updated:

There are two ways to schedule recurring exports:

  • Scheduling exports of all content within a time period from the Export tab
  • Scheduling exports of specific content types from search results

 

Note: A scheduled export will only yield records that were generated in the previous month's timeframe. For example, if a record was generated in July 2017, and deleted in December 2018, a scheduled export for deleted tags run in January 2019 will not contain the record that was generated in July 2017 even though it was tagged in the prior month window.

 

If you are routinely running tag-based exports, you should save your search instead, and then run the search and export from the results each month.

 

Schedule a Recurring Export From the Export Tab

  1. Navigate to the Export tab
  2.  Click Schedule recurring export. This will give you all records from across all of your archive's social media accounts for a given date range.
    social media archiving export tab with the schedule recurring export button highlighted.png
  3. Fill out the information in the Schedule recurring export modal
    schedule recurring export modal with information like export name, file type, advanced options, and schedule.png
    • Export Name: Add a name for the export file
    • Email To: Add the email address you would like the export to send to
    • Export As: Select a file type would like the export formatted in
    • Advanced Options: Check the options you would like in the export
    • Schedule: Choose whether you would like the system to run the export on a weekly, monthly, or yearly basis and if you want to run this export for the most recent time period
  4. Click Schedule
    schedule button highlighted in the schedule recurring export modal.png

 

Schedule a Recurring Export From Search Results

  1. After you run a search, click Export Results at the top of the page
    search results page with the export results button highlighted.png
  2. Fill in the information in the Export search results modal
    export search results modal.png
    • Export Name: Add a name for the export file
    • Email To: Add the email address you would like the export to send to
    • Export As: Select a file type would like the export formatted in
    • Schedule: Check the box for Also schedule a recurring export for this search and if you would like to run the export on a weekly, monthly, or yearly basis
    • Advanced Options: Check the options you would like in the export
  3. Click Start export
    start export button highlighted in the export search results modal.png

 

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