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how to create scheduled export of filtered Opportunities

Question asked by Nancy Earnst on Sep 21, 2017
Latest reply on Sep 25, 2017 by Nancy Earnst

Using Sugar On-Demand v7.8.22, I need to create a scheduled export of filtered Opportunities as a csv file. It's not possible to create the report I want in the Reports module, and the export results in a .pdf format, I think, instead of a csv file that can be manipulated.  I don't see that it can be done in Workflow either.  Is that something that can be created via the Scheduler?

 

Thanks

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