Configuring the Schedule Folder - Save Options step
Note: In each field, a predefined inline text is displayed. If you leave these fields blank, the initial workbook is overwritten or a file is generated in the default path.
On the Save Options tab, select Generate date in file name to add a timestamp as a suffix to the folder name after a schedule event is completed.
To select your preferred file formats, select one or more of these check boxes:
Excel workbook(s)
If selected, saves your report as an Excel workbook.
CSV
If selected, saves your report as a CSV file. You can select CSV UTF-8 or CSV file formats.
Compress
If selected, saves your report as the compressed zip archive.
Note: If you select a file type and complete the schedule configuration, a summary email with the storage paths for each selected file type is sent automatically. The email also includes a compressed ZIP file.
To specify a save location for the selected file format, click the Search icon and browse to the preferred save location, or paste the folder path manually.