For the complete documentation index, see llms.txt. This page is also available as Markdown.

Export Management

What it is

Export Management is the hub for everything to do with your exports — your run history, your recurring schedules, and the saved pieces you reuse. It's organised into five tabs.

The five tabs

  • Activities — the history of every export run: completed, in progress, and failed. Download files again from here.

  • Scheduled Exports — your recurring exports. Create, view, edit, pause or resume, and delete them.

  • Data Templates — saved data-and-format settings you can reuse (the what).

  • Destinations — saved delivery targets: FTP/SFTP connections and email recipient groups (the where).

  • Schedule presets — saved timing settings: start date, time, and frequency (the when).

Note: Free Trial users can access Export Management while their trial is active. When it ends, subscribe to keep access or return to Free. Free and Pay-As-You-Go users see the paywall modal. Closing it returns you to your dashboard.

Staying informed

You don't need to watch this page. You receive in-app notifications when a background export completes or fails. You also receive notifications when a scheduled export changes status.

Where to go next

Open any of the five tabs for details: Activities, Scheduled Exports, Data Templates, Destinations, and Schedule presets.

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