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Step 3: Run Export and Download File

Execute the saved template to generate the data file based on your defined fields and filters.

Steps:

  1. Find Template: In the Exports settings page, locate your saved template under the Templates list.
  2. Run Export: Click the Run icon (play symbol) next to your template name.
  3. Confirm Filters (Optional): A pop-up may appear allowing you to temporarily adjust the filters for this specific run without changing the saved template. Make adjustments if needed, or leave as is.
  4. Start Export: Click Start.
  5. Monitor Status:
    • You'll see an "Export queued" message.
    • The export will appear in the Ready exports section with a status (e.g., Queued, Processing, Completed, Failed).
    • Click the Refresh icon periodically to update the status.
  6. Download File:
    • Once the status shows Completed, click the Download icon (cloud with down arrow) next to the export entry.
    • Your browser will download the CSV file containing the requested data.
  7. Delete Export Job (Optional): To keep the "Ready exports" list clean, you can click the Delete export icon (trash can) after downloading the file. This removes the generated file but keeps the template.

End of Tutorial

You have successfully created an export template, run it, and downloaded your custom data report from Zudello!

Related How-To Guides:

title: Step 3 - Run Export & Download description: Execute your saved export template and download the resulting CSV data file. slug: /product-guide/data-manager/export-reports/step-3-run-export-download sidebar_label: 3. Run Export & Download​

Step 3: Run Export and Download File

Execute the saved template to generate the data file based on your defined fields and filters.

Steps:

  1. Find Template: In the Exports settings page, locate your saved template under the Templates list.
  2. Run Export: Click the Run icon (play symbol) next to your template name.
  3. Confirm Filters (Optional): A pop-up may appear allowing you to temporarily adjust the filters for this specific run without changing the saved template. Make adjustments if needed, or leave as is.
  4. Start Export: Click Start.
  5. Monitor Status:
    • You'll see an "Export queued" message.
    • The export will appear in the Ready exports section with a status (e.g., Queued, Processing, Completed, Failed).
    • Click the Refresh icon periodically to update the status.
  6. Download File:
    • Once the status shows Completed, click the Download icon (cloud with down arrow) next to the export entry.
    • Your browser will download the CSV file containing the requested data.
  7. Delete Export Job (Optional): To keep the "Ready exports" list clean, you can click the Delete export icon (trash can) after downloading the file. This removes the generated file but keeps the template.

End of Tutorial

You have successfully created an export template, run it, and downloaded your custom data report from Zudello!

Related How-To Guides: