Schedule Export Form

The Schedule Export form helps you create or update an export file from schedule data in PM Compass.

When you access the form, all controls on each tab are disabled. If there are existing configurations, PM Compass displays the last configuration setting that was displayed. Otherwise, you need to either search for an existing configuration or create a new one to enter necessary values.

For more information, see Schedule Export Form Overview.

Schedule Export Form Tabs

The Schedule Export form displays the following tabs:

• General — This tab allows you to configure settings for the export process.

• Export Files — This tab allows you to specify the file names of the export files, and to specify the fields that are included in the export file.

• Scheduled Exports — This tab allows you to schedule an export and to view all scheduled exports.

• Access Control — This tab allows you to set user or group access.

Schedule Export Form Toolbar

Use the Schedule Export form toolbar to perform tasks such as saving your changes, creating a schedule export configuration, or deleting a record.

What do you want to do?

Configure general settings for the export process

View all scheduled exports

Run a schedule export

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