How do I schedule a data export?

A convenient way to obtain a copy of your latest insights to save you time and make reporting a more automated process

Now you can schedule your Northbeam data exports as custom reports, either manually or scheduled automatically. 

  1. Log in to your Northbeam dashboard
  2. Navigate to and click on the Sales Tab on the left panel
  3. Click Export on the top-right of the Sales Page then select Table Values
  4. Click Export as CSV and select the metrics you want as a report
  5. Click Schedule Export and follow the prompts
  6. You can find all data exports on your Documents page under the hamburger menu