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. In the Citizen Request Manager (CRM) navigate to Profile > Manage Organization.
   
   
2. Click Recurring Data Exports.
   
   
3. Select Schedule a data export.
   
   
4. Fill out New Recurring Data Export 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.