Data Export Action

Use Data Export Action to identify a report that you can use in your automation, typically to make this report object available in an action node to send to a destination

Use to enhance and automate your reporting operations - get the right data to the right stakeholders to understand key performance of your payment flow and operations.

1. Head over to your Payments tab and create and save a filtered view of what you’d like to export - here you can create custom columns and filters for your data across our data tables. Give it a name, you'll reference this in the next step
2. Using the Data Export Node, select the saved report you want to export and save
3. Select a Communications Action node (e.g., Mandrill, SendGrid) and configure an outbound communication. Include the body of your message, be sure to include the variable DownloadFile which will attach the contents of your data export you've selected
4. Each time the trigger to your Automation is activated and your Export Data Action node is run, the file you've selected will be generated and made available

• Send a weekly sales report every Monday to relevant sales leaders
• Send monthly count of declined transactions