For more guidance on how to manage Monitoring exports, please view this interactive demonstration.
You can also follow the steps below to learn more about Monitoring Exports:
- Navigate to Monitoring from the homepage of the Creditsafe platform
- Once you are in the Monitoring area, click on the Exports tab
- Any previous exports will show in the main body of the page. You can also see any scheduled exports there
- You can click on the cloud icon next to any previous exports to download them
Create New Export
- To create a new export, click on the green New Export button
- Name your export (the name has to be unique for the portfolio exports)
- Select your portfolio
- Add the email address(es). You can add multiple emails here by separating them with a comma
- Select your Export type. You can have an immediate export or set up a scheduled export
- If you are setting up a scheduled export, you will need to input your scheduling preferences
- The scheduling export details are:
- Start date
- Schedule frequency
- Select the file format of your export
- Select your Companies you want to export. This can be all companies, or it can be companies that have had changes within a certain time period
- Select the Data you want to export. It is recommended to export all data
- Click on Confirm
- You will be notified that the export has been created successfully
- Your export will now appear in the body of the home page under the scheduled exports area
- If you have requested an immediate export then you can refresh to monitor progress
- When the export is ready, it will show under the Previous Exports section
Edit Scheduled Export
- You can also edit a scheduled export by clicking on the edit pencil next to the export name
- You can edit the following details in the export settings:
- The selected Portfolio
- The email address(es)
- The export type
- Schedule dates
- Schedule period
- File format
- Companies to export
- Data to export
- When you have made the relevant updates, click the green Confirm button to save changes