Exports, Scheduling, and Alerts

One-Time Exports

1. Click the report menu (top right dropdown)

2. Select Share & Export

3. Choose your format: PDF, CSV, Excel, or PNG

Scheduled Exports

Deliver any report automatically on a recurring basis — no manual work required.

1. Open the report menu → Schedule Export

2. Set recipients, frequency, and format

3. Make sure your filters are set correctly before scheduling — the export reflects whatever filters are active

Tip: To always export "last full week," set a rolling date range in your Report Controls before saving the schedule.

Conditional Alerts

Get notified only when something needs your attention — no more checking dashboards manually.

1. Hover over any KPI tile, table, or chart

2. Click ⋮ → "Alert when..."

3. Set recipient, frequency, and format

4. Select "if a condition is met" and define your threshold

5. Click Create — alerts only fire when the condition is triggered

Example: Set a daily alert that only fires when New Accessorials > 0.

Export Notes

• Exports are secured — recipients only see data they have access to

• Exports cannot be sent to people without a Loop login