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Auto-export Saved Search

  • 21 January 2021
  • 2 replies
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Userlevel 6
Badge +17

Hello All, 

I have been looking online and I have not found any clear answer on this topic. Is it possible to schedule a Saved Search to export to an excel format? Any help would be greatly appreciated! 

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Best answer by william.klotz 21 January 2021, 16:21

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2 replies

Userlevel 7
Badge +21

Hi @cjohnson ,

 

I’m not sure you can schedule a saved search and export an  Excel file but you could create a quick report and schedule it to run at a given time and email the output to individuals in an attached Excel file.  We currently have two quick reports running at midnight and emailing the output to several individuals in attached Excel files.

 

Have a look at the attached document to get an idea of how to configure it in IFS Application 10.

 

Regards,

William Klotz

Userlevel 6
Badge +17

Thank you @william.klotz, that is the direction I will go.