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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create Recurring Data Exports

  • Updated:

You can create recurring data exports to have a CSV spreadsheet of requests created in your city or town emailed to one or more members of your organization.

 

Important Note

Only Owner level users have the ability to create, view, and edit a recurring data export.

 

 

Instructions

  1. Navigate to Profile > Manage Organization.
    profile menu, manage organization
  2. Click Recurring Data Exports.
    recurring data exports tab
  3. Select Schedule a data export.
    schedule a data export button
  4. Fill out New Recurring Data Export fields.
    information fields
    • Title: Give the report a descriptive Title.
    • Email Frequency: Choose Daily, Weekly, or Monthly.
    • Recipients: List the email address you would like the reports to route to.
      • Note: For multiple addresses, add each email address separated by commas without spaces.
    • Time Range: ​The time range is based on when requests are created
      • ​For reports of requests created within the past 24 hours, set the slider to show '1 day' to 'Now'.
      • For reports of requests created over the past month, set the slider to show '30 days' to 'Now'.
    • Current Request Status: ​​Select a status to help to define reports that target status changes over time.
    • Request Category: Selecting a Request Category will help when creating a Data Export for managers of specific categories.
    • Service Level Agreement (SLA) % Expired: Choose a percentage from the dropdown.
    • Search Terms: Performs a keyword search on the Title and Description requests fields
      • Example: Configure the report of all open graffiti requests by marking the checkbox next to open and selecting the “graffiti” request category from your “Agency/Request Category” drop-down.
    • Time Zone: Choose the time zone for the data presentation.
  5. Click Update to complete your report configuration.
    update button

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