The Scheduled Exports feature in CFM Analytics allows you to automate dashboard exports from your custom dashboards. You can set up recurring deliveries of reports in multiple formats, such as PDF, Excel, PNG, PPT, or CSV, so stakeholders receive insights at regular intervals without any manual effort from you.

You can configure export schedules, choose recipients, and apply filters directly within your CFM Custom Dashboards, ensuring the right information reaches the right people at the right time.

Business Use Case

• Removes manual effort in exporting dashboards.

• Ensures regular delivery of updated metrics and reports to stakeholders.

• Allows automated, branded exports in desired formats and structures.

This feature improves the consistency and timeliness of report delivery, reduces repetitive manual tasks for analysts, and supports multi‑format exports with integration options such as FTP, SFTP, and S3, ensuring reports are delivered efficiently and in the formats your workflows require.

Prerequisites

You would need the Reporting, Export Dashboard permission to create and manage exports. You also need View Response and Analytics permissions to access dashboards and metrics.

Export Dashboard

1. Go to the Customer Feedback Management Custom Dashboard, then click the Settings icon.

2. Click Scheduled Exports. This opens the Scheduled Exports Record Manager (RM).

   

3. Click + Add Scheduled Export and configure the section:

   

   1. Dashboard Details: Select the CFM dashboard to export.

   2. Date Range: Choose a date range or use Last X Days presets.

   3. Filters: Apply dashboard filters or use the “Apply new set of filters” option.

      Note: Bucketed filters are not present here right now.

   4. Select dashboard sections you wish to include.

   5. Select the default section that you would see first.

      

4. Go to How to Export section and fill in the details:

   1. Export Type: Choose at least one format — PDF, Excel, PNG, PPT, or CSV.

   2. Layout Option: For PDF exports, choose Portrait or Landscape.

   3. File Name / Cover Title: Define the report name as it appears on the cover page.

   4. Storage Option:

      1. Default: Sends export email.

      2. External Storage: Store in FTP/SFTP/S3 (requires configuration).

         

5. Go to When to Export (schedule) section and fill in the details:

   1. Tags: Assign tags to categorize exports.

   2. Schedule Frequency: Immediate, Hourly, Daily, Weekly, or Monthly.

   3. Recipients: Add users, user groups, or email IDs.

   4. Custom Email Content: Add subject, footer note, and message body.

   5. End Date: Define the end date for the schedule.

      

Scheduled Exports Record Manager Layout

The Report Manager displays all scheduled exports created within CFM Custom Dashboards, showing every export configured for dashboards in the same environment.

Scheduled Exports Record Actions

Each scheduled export in the Record Manager supports the following actions through the vertical ellipsis menu:

FAQs