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Exporter Scheduled exports will allow you to set regular issue list exports for when you need them the most. 

On this page, you will learn:

How to set up the Exporter's mail server.

For the Scheduled Exports to work, they need a working mail server. This is an easy task, but you'll need your mail server's information beforehand.

  • The first step would be to access the Mail Server configuration Screen by going to Jira Administration > Apps > Exporter > Mail Server. 
  • A soon as you enter the screen, you will see that none of the configurations are set with a text next to them stating: "not configured yet". To configure these settings, select the "Configure mail server" button.

  • Here you'll need to enter the information from your Mail Server and save it. 

  • Now, the Mail server should be configured and you be able to schedule exports. 

How to create a scheduled export.

This feature comes as a complement to the original export. 

  • First, you'll need to follow these steps from Exporter: for Excel and CSV. 
  • Once you are in the last step, you will now have the choice to select when to export the list of issues. By selecting "Schedule export (beta)" you will be able to configure a scheduled export. 

  • In this window, you may choose between selecting a day (or several) during the month, or one day (or several) during the week to send the scheduled export. By completing the configuration and saving it, you'll be all set up. Please, keep an eye on the time zone where this export should be sent, as the Exports will be launched at 00:00 from the selected day in the configuration. 

  • When the scheduled export is launched, you will receive an email letting you know that the export you configured is ready to download and will be available for 24 hours.

  • By clicking on the link included in the email, you'll be taken to Exporter's page so you can download the export. 

And that is it! You have successfully scheduled and received a Scheduled export. 

How to manage your scheduled exports. 

Now that you have your scheduled exports up and running, is time to manage them. 

  • In the Apps menu, you will be able to access this page by clicking on "Scheduled exports (BETA)". 

  • Once here, you will be able to see a list of the Scheduled exports with some important information about them, like Name, Owner (who created it), Frequency (when the export will be launched), Last Export (when was the last time this export has been launched), Status (show whether your scheduled Export is Active or Paused) Exported Data (the actual list of issues to export - you can go straight to the Issue navigator to see that list), and Actions that will allow you to Run the export now, Edit the export, and delete that schedule for that export. 







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