Data can now be exported and received as an email attachment.
These can be configured to include data within a specified date range from:
Projects
Tasks
Customer Accounts
Internal Users
Customer Users
Bulk Project Data
Exports have moved from the Insights page to its own dedicated page in the Settings menu.
Exports are in CSV format.
Customize your exports with fine-tuned control of what should be included:
Data Type
Status
Date Range
Date Field Used
*Time range is based on day/week, not a timezone.
Export File and Status Table
Pending exports view can be seen below
Only 1 export can be pending at a time (this reduces the multiple that are accidentally requested currently)
The table automatically refreshes every 5 minutes
Exports are scheduled and updated based on your configuration every 5 minutes, meaning you can create an export and navigate to other parts of the application without disrupting any existing exports.
Export Notifications
When your export has been processed, you will receive an email notification which includes:
A link to the export page
A link to directly download the file
The export as an attachment