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Check out the use of Fulfillment Lists for automated, emailed Contacts exports: https://support.ontraport.com/hc/en-us/articles/217882188-Fulfillment-Lists
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Automated exports
Create a way to set up exports so that a report that is needed repeatedly can be scheduled and download automatically. Doing this would save the time to go into a group, select all of the members in that group, and then having to set up the export with all the fields.
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Circling back to this one - I know fulfillment lists are possible, but they require separate setup outside of the Sales Report features. Being able to schedule an export of daily/weekly/monthly transaction logs that is automatically sent to our bookkeeper would be incredibly helpful. Using fulfillment lists feels like a bit of a convoluted workaround for this critical process. I'm also not clear on whether it would capture all needed data. For example, if someone made 2 purchases in the reporting period, would the relevant invoice # and other info be included on the sheet for each transaction, or only for the last transaction in the reporting period?
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