Reports

Scheduling Excel and CSV exports

Set up recurring exports, choose the columns, and keep downstream spreadsheets stable.

ENWritten by · Documentation LeadLast updated

Writes and maintains the Paid Lens documentation, from first connection to workspace administration.

Exports run on a weekly or monthly schedule and arrive by email with a stable column layout, so formulas in downstream workbooks keep working.

Creating a schedule

  1. 1Open Reports and build the view you want exported.
  2. 2Choose Schedule export and pick weekly or monthly.
  3. 3Add recipients — they do not need a Paid Lens seat.
  4. 4Pick Excel or CSV.

Pulling exports programmatically

Growth and Agency plans can fetch the same file from the reporting endpoint with a workspace API key.

bash
curl -H "Authorization: Bearer $PAIDLENS_API_KEY" \
  "https://api.getpaidlens.com/v1/reports/executive?period=last_month&format=xlsx" \
  -o executive-report.xlsx

API keys are workspace-scoped and read-only. Rotate them from Settings if a key is ever exposed.

See also

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