Schedule Export of Views to Email or Folder
Jacobo Priegue Martinez
Enable the ability to schedule automatic exports of any List, table, gantt... view in ClickUp as Excel, CSV, or PDF files. Allow users to select the export frequency (daily, weekly, monthly, etc.), file format, and delivery method (send to email or save to a specified folder/storage location). This feature will streamline recurring reporting, reduce repetitive manual work, and ensure that stakeholders always have access to the most up-to-date data in their preferred format.
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Bryce Hoover
Merged in a post:
Schedule Reports
Lisa Garcia
It would be great to be able to schedule recurring reports from the "Export View" menu.
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Ravikumar Govindaraju
I second this request and this is much required for organizations depend on automated data exchanges. We are looking for this asap