Schedule Data Exports

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While manual data export is available when working in elluminate, Export Definitions can also be scheduled to run at a specified date and time. Exports can be configured as a one-time event or set to run on a recurring schedule, such as after new data is imported. An export can include an entire study or selected domains.

Selecting Schedule configures the export to run automatically at the defined time and frequency. Scheduling can be performed directly from the Export Definitions tab in the Exporter window using the Schedule icon in the definition row or through Tasks.

Note: An export can also be scheduled from Tasks, though the process differs slightly. For more information, see the Manage your Automated Tasks article in the Tasks section.

Schedule an Export Definition

  1. From a study home page, select Exporter from the Study Management drop-down.

    Exporter option in the Study Management drop-down within a study

  2. The Exporter window opens. Click the Export Definitions tab in the master header. 

    Export Definitions tab with the definitions table and the run, schedule, edit, and delete actions

  3. Click the Schedule icon for the selected Export Definition. A New Task window opens.

    New Task window Task tab with the Name and Description fields and the Active checkbox

  4. The Name field defaults to 'Export_Study name_Export Definition name.' Change as needed to be more descriptive.
  5. In the Description field, enter any additional description for the schedule.
  6. The Active checkbox is selected by default. Clear the checkbox to prevent the schedule from running.

  7. Click the Schedule tab.

    Export definition row with the run, schedule, edit, and delete actions

  8. Select the timing of the export. Use the calendar and clock icons to select the times.
  9. Select the Repeat checkbox to run the export more than once, then choose the desired frequency.
New Task window Schedule tab with the Start Date, time, and Repeat fields

  1. Click the Actions tab.

    New Task window Actions tab with the Export and Email actions and the Add drop-down

  2. Because this schedule is being created from within Exporter, the associated actions (an export and an email notification) have already been defined. By default, the email is configured to notify the user when the export is complete.
    To make changes, click the pencil icon in the corresponding row to edit either the export or the email settings. For example, the export name can be changed, additional recipients can be added to the email notification, or the notification can be configured to send only if an error occurs during the export.

  3. If the selections are correct, click Save. A task for the scheduled export is created. To view or update the schedule, go to Tasks.

    Export Definition Saved

Retrieve the Scheduled Export

The data from a scheduled export can be accessed in one of two locations within elluminate. Once the task is successfully completed, the Download button becomes available.

  1. From the Exporter window (within the study):  Completed exports appear in the Export History tab. 

    1. Click Download to retrieve the exported data. The Export History tab provides access to the full export history for the study.

      Export History table with export rows and the Download controls

  2. From the Exports section on the study's home page: This section provides a complete history of all exports performed for the study.

    1. Click Download to retrieve the exported data.

      Download Exports

Depending on the browser, follow the appropriate process for downloading files. Save the export in a location that aligns with workflow or data management requirements.

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