Download Reports with Scheduled Exports

Accountable2You only retains activity records for 15 days on the online reports and our servers. If you'd like to keep a copy of activity data longer, you can accomplish that with our Scheduled Exports feature. 

While this won't restore activity that’s already older than 15 days, you can set up a Scheduled Export to receive a one-time or recurring export of the activity report via email. The activity records will be attached to the email as a .CSV file that you can download and save to your own personal storage.

Set up Scheduled Exports

Here’s how to get started with a Scheduled Export:

1

Log into your A2U account online here.

2

Select your name (or user profile icon) in the top right corner of the page and choose Scheduled Exports  from the dropdown menu.

3

Select the Schedule New Export button.

4

To create a new Scheduled Export, choose the options that best fit your reporting needs (example and options explained below).

5

Be sure to select Export or Save at the bottom of the page once you’re finished.

That’s it! If you’d like to view or edit an existing Scheduled Export, simply click Edit next to the export name from the main Scheduled Exports page.

Export options explained

Frequency

Choose the option that works best for you, based on your reporting needs.

• Immediately: Sends an email of the report within a few minutes of clicking Export.
• Daily: Sends an email with the report file every day, once per day.
• Weekly: Sends an email with the report file once per week, on a day of your choosing.
• Bi-Weekly: Sends an email with the report file once every other week, on a day of your choosing.

Day of Week

Select the day you'd like to receive your scheduled export (for Weekly and Bi-Weekly exports).

User

If you have a multi-user Plan, select the applicable user from the list.

Device

Select the device or devices for which you'd like to see activity in the Scheduled Export.

Alert Level

• All Activity: Includes the complete activity history for the time period selected.
• Questionable: Includes only records rated as questionable (🟡 yellow).
• Highly Questionable: Includes only records rated as highly questionable (🔴 red).
• All Alerts: Includes any records rated either questionable (🟡 yellow) or highly questionable (🔴 red).

Recipient Type

On a group plan or Family plan, you’ll see this option to select whether you’d like all account administrators or only selected admins to receive the scheduled export.

Report Name

For regularly scheduled exports, choose a name for the report to make it easier to identify the report emails (you can make modifications later).

(On a Personal Plan, this will not be an option.)