{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":[]},"type":"markdown"},"seo":{"title":"Scheduled report exports"},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"scheduled-report-exports","__idx":0},"children":["Scheduled report exports"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Haulers can have reports delivered on a recurring schedule instead of opening the"," ","platform to pull them. A scheduled export runs the report's underlying query, renders the"," ","output in the format you choose, and delivers it to a destination you configure."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["This page covers what haulers can schedule and the constraints worth knowing before you"," ","build a workflow on top of it. For destination-by-destination setup steps, see the"," ","individual guides linked below."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"what-you-can-schedule","__idx":1},"children":["What you can schedule"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Three delivery modes are available:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["On-demand download"]}," — pull a file immediately in the browser."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Recurring schedule"]}," — deliver on a cadence to one or more destinations."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Manual send of a schedule"]}," — trigger an existing schedule outside its normal cadence,"," ","useful for backfilling a missed delivery or verifying a new configuration."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Each mode can target a whole report, a single page of a report, or one element on a page."," ","Narrower scopes unlock more granular formats — element-level exports can produce raw"," ","tabular output, while whole-report exports are limited to document formats."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"available-destinations","__idx":2},"children":["Available destinations"]},{"$$mdtype":"Tag","name":"div","attributes":{"className":"md-table-wrapper"},"children":[{"$$mdtype":"Tag","name":"table","attributes":{"className":"md"},"children":[{"$$mdtype":"Tag","name":"thead","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Destination"},"children":["Destination"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"What you can export"},"children":["What you can export"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Availability"},"children":["Availability"]}]}]},{"$$mdtype":"Tag","name":"tbody","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Download (in browser)"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Whole report, page, or element"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Always available"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Email"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Whole report, page, or element"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Always available"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Slack"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Whole report, page, or element"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Where your Hauler Hero organization has enabled the Slack integration"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Microsoft Teams / SharePoint"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Whole report, page, or element"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Where your Hauler Hero organization has enabled the Microsoft integration"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Google Drive"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Whole report, page, or element"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Where your Hauler Hero organization has enabled the Google integration"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Google Sheets"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["A single element only"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Where your Hauler Hero organization has enabled the Google integration"]}]}]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Direct-to-cloud-storage and webhook delivery are not available to haulers — those are"," ","reserved for internal Hauler Hero reporting. If a destination you need is not listed,"," ","contact your Hauler Hero account manager; availability is gated on integration"," ","configuration rather than on your account's permissions."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"behavior-that-surprises-people","__idx":3},"children":["Behavior that surprises people"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Schedules run against the published report, not your draft."]}," Edits you have not"," ","published will not appear in scheduled deliveries. While editing, you can download the"," ","draft directly, but that draft is not what a schedule sends. If a hauler reports that a"," ","scheduled file looks stale, an unpublished edit is the first thing to check."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Every export issues a fresh query."]}," Precomputed or materialized results are not reused"," ","for exports — the export re-runs the query against the warehouse. This matters for cost:"," ","a daily schedule on an expensive report is a daily warehouse bill, not a cached read."," ","Consider cadence and report scope accordingly."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Filtered views can leak."]}," If a report uses controls to narrow data — to a single"," ","customer, route, or yard — the export reflects whatever the control values were when the"," ","schedule was configured. Verify control state before scheduling anything that leaves the"," ","platform, particularly for multi-tenant or customer-facing reports."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Size limits apply and vary by format and destination."]}," Large exports can fail rather"," ","than truncate. If a schedule stops delivering without an obvious cause, check whether the"," ","report has grown past the limit for its format."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Saved views and tagged versions have uneven destination support."]}," Not every destination"," ","can deliver an element that exists only on a saved view. Where support exists, the export"," ","must generally be configured from within that view rather than from the published report."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"managing-schedules","__idx":4},"children":["Managing schedules"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Haulers can review and edit schedules they own or subscribe to, from their profile."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Schedules attached to a specific report can be managed from that report."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["The organization-wide view of all schedules is retained by Hauler Hero for support and"," ","cost review, and is not exposed to haulers."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"data-handling","__idx":5},"children":["Data handling"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Scheduled exports are processed by Sigma, Hauler Hero's reporting provider, before they"," ","reach the destination you configure. How Sigma handles exported content — including any"," ","retention or logging that applies — is governed by Sigma's own export notice, linked"," ","below. Review it before scheduling exports of sensitive or customer-facing data."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["See Sigma's ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://help.sigmacomputing.com/docs/notice-for-exports-reports-and-downloads-in-sigma"},"children":["Notice for exports, reports, and downloads"]}," ","for the authoritative terms."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"related","__idx":6},"children":["Related"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://help.sigmacomputing.com/docs/send-or-schedule-workbook-exports"},"children":["Send or schedule workbook exports"]}," — upstream reference"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://help.sigmacomputing.com/docs/download-export-and-upload-limitations"},"children":["Download and export limitations"]}," — current size limits"]}]}]},"headings":[{"value":"Scheduled report exports","id":"scheduled-report-exports","depth":1},{"value":"What you can schedule","id":"what-you-can-schedule","depth":2},{"value":"Available destinations","id":"available-destinations","depth":2},{"value":"Behavior that surprises people","id":"behavior-that-surprises-people","depth":2},{"value":"Managing schedules","id":"managing-schedules","depth":2},{"value":"Data handling","id":"data-handling","depth":2},{"value":"Related","id":"related","depth":2}],"frontmatter":{"seo":{"title":"Scheduled report exports"}},"lastModified":"2026-08-19T22:11:06.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/reporting-exports","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}