Scheduling Excel and CSV exports
Set up recurring exports, choose the columns, and keep downstream spreadsheets stable.
ENWritten by Elena Novak· 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
- 1Open Reports and build the view you want exported.
- 2Choose Schedule export and pick weekly or monthly.
- 3Add recipients — they do not need a Paid Lens seat.
- 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.xlsxAPI keys are workspace-scoped and read-only. Rotate them from Settings if a key is ever exposed.
See also
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