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.
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.