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Bruno D.
BD
Vp customer success

To automate report export, follow these steps: 1. Identify the report generation tool or software you are using. 2. Check if it has built-in automation features or supports scripting. 3. If scripting is supported, write a script to generate and export the report at desired intervals. 4. Use a task scheduler to run the script automatically. 5. Test the automation to ensure it works as expected.

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Chad E.
CE
VP Customer Success at SaaSOptics
0
Hi Bruno - first off, I'm glad to see another Customer Success SaaS leader utilizing SaaSOptics for tracking key SaaS metrics just like we do for ourselves! In regards to automating report exports, while we do not currently support automatically exporting reports, we do have a google spreadsheets integration (included with your base license) which will allow you to easily identify a standard google drive folder you want to export to - and then you can export any report or list view with a single click. Hope that helps! - Chad Estes, VP Customer Success @ SaaSOptics
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