You can export from your Brolly archive any time. You can also schedule a monthly or quarterly export to happen automatically so that it's ready for download at your convenience.



 

Monthly reports: Run automatically on the first day of the month. Include records captured in the previous month. 

Quarterly reports: Run automatically on the first day of January, April, July and October for the previous three months. For example the export that runs on 1 April includes records from 1 January to 31 March.

 

Note: Exports are associated with your login to Brolly. The person who needs to access the scheduled reports should be the one who sets them up.


Procedure

  1. Log in to Brolly and and go to Exports
  2. Choose Schedule

  3. Click Create schedule
    If you have already scheduled exports they will appear here 
    In the New schedule screen, choose:

    • All accounts or Selected accounts to export. If you choose Selected accounts, a list of your connected accounts appears. Choose the account/s whose records you want to export. 

    • whether the export is of your Feed or Messages

    • monthly or quarterly frequency

    • format (PDF, HTML, JSON, CSV)

    • a name for the export file

  4. Click Save when you have selected all the export options. 
  5. Each time the export is generated you’ll receive an email to let you know it is ready for download. Click the link in the email to go straight to the Downloads tab. You can access your export from the Downloads tab for 30 days, until it expires. 


Modify or delete a scheduled export

If you need to change anything about a scheduled export, find it in the list and click the three dots … and choose Modify. 

To delete a scheduled export, find it in the list and click the three dots … and choose Delete.