This feature allows you to receive data exports automatically via email – without needing to log into Kanpla. You can choose the recipients and how often the report is delivered.
Follow this step-by-step guide to set up you new Scheduled Delivery of Data Export:
Step-by-step guide:
Log in to admin.kanpla.dk
Click “Statistics” in the menu on the left side
Select “Data Export” from the overview
Click the “+” button in the top-right corner to create a new export
Give your export a name, and choose the type of data you want to include
Click “Continue” to go to the filters of the data export
Set filters for your report:
Choose the time period you want data from
Select the location(s) the report should cover
Choose which modules to include (e.g. canteen, orders, etc.)
Click “Continue”
Pick the columns you want to include in the export (e.g. number of orders, revenue, etc.)
Click “Continue” to set up email delivery
Turn on “Delivery via email” by activating the toggle
Enter one or more email addresses to receive the report
Choose how often the report should be sent:
Daily: Delivers the file daily
Weekly: Delivers the file every Monday
Twice a month: Delivers the file on 1st and 15th every month
Every second week: Delivers the file on Monday every second week
Monthly: Delivers the file 1st every month
Choose file type: CSV or XLSX
Press continue to review the full summary of your new data export
Click “Save” to activate the delivery
Important: Once activated, the report will be sent every night at 12am
Want to see the steps in action?
Watch this step-by-step video:
Questions?
If you have any questions or need help setting up your Data Export, our team is ready to assist. Contact us anytime at [email protected].