# Scheduling delivery of Performance Analytics data

Export your Performance Analytics data single time or at repeated intervals using various methods, formats, and other options.

> **Important:** **Best Practice**
> 
> Since Performance Analytics is an on-demand system, it is important that your
> scheduled requests do not adversely impact other customers. When scheduling an
> export of user-level data:
> 
> 1. Filter appropriately so that results are not excessive or a larger data
>    set than necessary.
> 1. Select a weekend day to limit your impact on other users.
> 
> If you are interested in integrating with other business systems, we highly
> recommend using our
> [Real-Time Data Streaming](https://www.airship.com/docs/reference/glossary/#rtds)
> integrations, which will scale to your needs. See:
> [Integrations](https://www.airship.com/docs/integrations/).
> 
> ---
> 
> **Excessive Exports**
> 
> Event data, such as messages, clicks, and tag events, is updated about every hour, depending on the volume of data. Channel state data, such as tags and attributes associated to a channel, is updated every night. Any scheduled data exports exceeding these time frames will be considered excessive and could be removed.


## Scheduling Look Delivery

You can only schedule delivery of saved Looks. If you edited a Look and want to schedule delivery, first save it as a new Look, then complete these steps. Refer to [Scheduling Options](#scheduling-options) below for detail.

From a Look:

1. Hover over the Look, then click 
 and select *Schedule*.
1. Enter a name for the schedule.
1. Select and configure the destination:
      * *Email* — Your account's email address is populated by default. For each additional recipient, enter the email address and **click Add**. You can also include a custom message that will appear above the data in the email.
      * *Webhook* — Enter the webhook URL.
      * *Amazon S3* — Enter the S3 values for the bucket and optional path, access key, and secret key, then select a region.
      * *SFTP* — Enter the host address, e.g., *sftp://example.com/home/ftpuser/*, and the SFTP user username and password, then select your preferred key exchange algorithm.
1. Select a data format. 
1. Set the recurrence interval, or select *Datagroup update* and select a datagroup.
1. (Optional) Edit or configure *Filters*: Specify the date range and project name and add more filters.
1. (Optional) Configure *Advanced options*. These options control the delivery logic based on data presence and changes, limits on output, visual output, paper size, and time zone.
1. (Optional) Click **Send Test** to preview before saving. It will send according to the current settings.
1. Click **Save All**.

## Scheduling Dashboard Delivery

Refer to [Scheduling Options](#scheduling-options) below for detail.

From a Dashboard:

1. Click 
 and select *Schedule delivery*.
1. Configure the *Settings* tab:
   1. Enter a name for the schedule.
   1. Set the recurrence interval, or select *Datagroup update* and select a datagroup.
   1. Select and configure the destination:
         * *Email* — Your account's email address is populated by default. For each additional recipient, enter the email address and hit Enter or click outside the field.
         * *Webhook* — Enter the webhook URL.
         * *Amazon S3* — Enter the S3 values for the bucket and optional path, access key, and secret key, then select a region.
         * *SFTP* — Enter the host address, e.g., *sftp://example.com/home/ftpuser/*, and the SFTP user username and password, then select your preferred key exchange algorithm.
   1. Select a data format. Available options depend on your selected destination and whether you are scheduling a Look or a Dashboard.
1. (Optional) Edit or configure the *Filters* tab: Specify the date range and project name and add more filters.
1. Configure the *Advanced options* tab. These options control the visual output, paper size, and time zone.
1. Click **Save now**.

## Scheduling Options

These options are available when configuring scheduling.

### Destinations

* *Email* — The data is delivered to the email addresses entered.

* *Webhook* — Webhooks are a modern, increasingly common way to trigger exchanges between
internet based services. They generally require some technical or developer
knowledge to use, but with a product like [Zapier](https://zapier.com/),
webhooks can let Performance Analytics data be delivered to a wide range of locations. Only
a webhook URL is required.

* *Amazon S3* — Amazon S3 buckets are a common way to store large amounts of data. Options include:
   * *Limits* — If you choose "Results in Table", whatever row limitations you've set up in the saved Look will be obeyed. If you choose "All Results" all the rows of the query will return, regardless of the saved Look settings, and regardless of the typical 5,000 row limit for Performance Analytics. This can be desirable for retrieving very large datasets, but you should use caution to ensure the query is not too large for your database.

* *SFTP* — The data is uploaded according to your server.

### Formats

Dashboards support these output formats:

* CSV
* PDF
* PNG visualization

For Looks, supported formats depend on the destination:

| Format | Email | Webhook | S3 | SFTP |
| --- | :---: | :---: | :---: | :---: |
| CSV  | ✓ | ✓ | ✓ | ✓ |
| Text | ✓ | ✓ | ✓ | ✓ |
| XLSX | ✓ | ✓ | ✓ | ✓ |
| JSON — Simple | ✓ | ✓ | ✓ | ✓ |
| HTML | ✓ |  | ✓ | ✓ |
| JSON — Detailed, Inline |  | ✓ | ✓ | ✓ |
| JSON — Simple, Inline |  | ✓ |  |  |
| JSON - Label |  | ✓ |  |  |
| Data Table<sup>1</sup> | &#10003; |  |  |  |
| Visualization<sup>1</sup> | &#10003; |  |  |  |

<sup>1. Sent in the body of the email.</sup>

<!-- Permanently remove?

### Look-only Options

**Values:**

* **Unformatted:** Performance Analytics does not apply any special formatting of your query results, such as
   rounding long numbers or adding special characters your Performance Analytics developers may
   have put in place. This is often preferred when data is being fed into another
   tool for processing.

* **Formatted:** The data will appear more similar to the Explore experience in Performance Analytics,
   although some features, such as linking, aren't supported by all file types.

**Send if:**

* **Based on results:** You can choose to send a Look only if *there are results*, *there
   are no results*, or in either case. This option lets you only receive emails
   when the filters of your Look are met or not met.

* **Results changed since last run:**: This option help cuts down on unnecessary emails. Performance Analytics will send an email
   only if the query results have changed since the last email was sent.

**Limit:**

* **All Results:** This will override checking the *Send if* option to include *results changed since last run*.


-->