Skip to main content
Every report can leave Advocora—as a one-time export or on a recurring schedule.

​
Exporting

Choose Export on any report:

PDF

A formatted document. Toggle the cover page, charts & visuals, detail table, and narrative note on or off. PDFs build in the background—you’ll see an estimate while it prepares.

CSV

The raw numbers for your own spreadsheet work. Downloads right away.
You can also tick Email me a copy to have the export sent to an address instead of downloading.

​
Scheduling recurring delivery

Choose Schedule (if your role allows) to have a report delivered automatically:
1

Name the schedule

Give it a recognizable name.
2

Pick a cadence

Daily, weekly (choose the day), or monthly (choose the date), plus the hour.
3

Choose the format and recipients

PDF or CSV, the same include options as export, and the email recipients.
4

Bind to a view (optional)

Tie the schedule to a saved view so it always uses those filters.
Manage existing schedules from the report’s schedules panel—edit, deactivate, delete, or Run now.
Schedule your key board reports to land in trustees’ inboxes the morning of each meeting. Bind each to a saved view so the filters are always right.

​
Confirm delivery and manage failures

After creating a schedule, inspect its cadence, timezone/hour, recipients, saved-view binding, and active state. Use Run now only when you intend to generate and deliver another report. Review recent runs for completion or failure. If a scheduled report is missing, check whether the schedule is active and whether the latest run completed. Confirm recipients and filters before retrying. An accepted background job is not proof the export was delivered.