Scheduled Exports - Auto Apply Current Settings/Controls

  • Describe Feature
    When scheduling an emailed export, a user will typically want to be applying all of the same filters for what they’re currently viewing on the screen. Instead of requiring the user to manually opt-in for the filters and controls in the scheduling export screen. Automatically apply everything that is currently set, and let the user opt-out of the currently set settings. The opt-out strategy is more intuitive as the user is expecting the emailed report to reflect exactly what they see on the screen currently.

  • What is the use case?
    Users often will miss seeing the “controls” section as it isn’t intuitive to folks who are only viewers what a “control” is.

  • How often would this feature be used?
    Every time a schedule is set.

  • What is the impact of this feature on your organization?
    Major. We work with financial institutions. They require file drops on a daily basis and this has been the most frustrating experience of the tool so far.

Added Export, Scheduled, controls


Users can now save specific control configuration as a bookmark, and easily reference that bookmark as what the send in a scheduled export. That may help with this use case.

That said, I can definitely understand why you’d want the option to quickly apply the filters that you have in your exploration to the scheduled export you are setting up.

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