Saving and Scheduling

Save filtered views of interactions for quick access and schedule automated exports to share with your team.

Saving Explore views

Save your current filter and column configuration as a reusable view.

Creating a new view

When you modify filters, columns, or the date range in Explore, the view becomes “dirty” (unsaved changes). A Save button appears in the toolbar.

To save a new view:

1. Apply your desired filters and configure columns.
2. Click the Save button in the toolbar.
3. A form appears below the toolbar.
4. Enter a Name for the view (required).
5. Add an optional Description.
6. Click Save.

Your new view appears as a tab below the main navigation, alongside the default “Last 7 Days” view.

View tabs

Saved views appear as tabs below the navigation bar:

• Last 7 Days: The default view showing interactions from the past week
• Your saved views: Custom views you have created

Click any tab to load that view’s filters and column configuration.

Editing saved views

For views you own, you can edit the name and description inline:

1. Open the saved view.
2. Click on the view name or description text.
3. Type your changes.
4. Press Enter or click elsewhere to save.

To update the view’s filters or columns:

1. Make your changes to filters or columns.
2. Click the Save button that appears.
3. The view updates with your new configuration.

Deleting views

To remove a view you created:

1. Open the saved view.
2. Click the Trash icon in the toolbar.
3. Confirm the deletion in the dialog that appears.

Deleted views are removed immediately and cannot be recovered.

Scheduling exports

Schedule automated exports of saved views to email recipients on a recurring basis.

Note: Scheduling is only available for saved views. Save your view first before setting up a schedule.

Configuring the scheduler

1. Open a saved view you own.
2. Click the Clock icon in the toolbar.
3. The scheduler dialog opens.

The clock icon shows a tooltip with the next scheduled run time if a schedule is active.

Frequency

Choose how often to send the report:

• Daily: Every day at the specified time
• Weekly: Once per week on the selected day

Day (Weekly only)

Select the day of the week for weekly reports:

• Monday through Sunday

Time

Select the time of day to send the report. Times are available in 30-minute increments from 12:00 AM to 11:30 PM.

Timezone

Select the timezone for the schedule. The default is your local timezone.

Schedule reports for times when recipients are likely to review them, such as early morning for daily reports.

Recipients

Enter email addresses separated by commas. All recipients receive the same export file.

Output format

Choose the export format:

• CSV: Spreadsheet format compatible with Excel and other tools
• JSON: Structured data format for programmatic use

Enable scheduler

Toggle the Enable scheduler switch to activate or pause the schedule:

• On: Reports send automatically on the schedule
• Off: Schedule is paused, no reports are sent

Editing a schedule

To modify an existing schedule:

1. Open the saved view.
2. Click the Clock icon.
3. The scheduler dialog opens with current settings.
4. Make your changes.
5. Click Save.

Changes apply to the next scheduled run.

Pausing a schedule

To temporarily stop scheduled exports:

1. Open the saved view.
2. Click the Clock icon.
3. Toggle Enable scheduler to Off.
4. Click Save.

The schedule is paused but your settings are preserved. Toggle back to On to resume.

Viewing next run time

Hover over the Clock icon to see when the next export will run. The tooltip shows:

• “Schedule export” if no schedule is set
• “Next run: [time]” if a schedule is active

Examples:

• “Next run: Today at 9:00 AM”
• “Next run: Tomorrow at 8:30 AM”
• “Next run: Monday at 9:00 AM”

FAQ

Who can see my saved views?

Saved views are private to you by default. They appear in your view tabs but are not visible to other users unless you share the URL.

Can I send scheduled reports to people outside my organization?

Yes. Enter any valid email address in the recipients field. External recipients receive the export file but cannot access Happitu without an account.

What happens if I delete a view that has a schedule?

Deleting a view also removes its schedule. If you need to stop reports without deleting the view, pause the schedule instead.

Can I have multiple schedules for one view?

No. Each view can have only one schedule. To send reports at different frequencies, create multiple views with different schedules.

Do scheduled reports include all interactions or just the current page?

Scheduled reports include all interactions that match the view's filters, not just the current page. There is a maximum limit of 10,000 interactions per report.

What timezone are scheduled reports sent in?

Reports are sent according to the timezone you select in the scheduler. The default is your local timezone. Recipients receive the report at that time in their own local time.

Can I edit a view that someone else created?

You can only edit views you created. Views created by others appear as read-only. To modify someone else's view, save a copy as your own view first.

Why did my Save button disappear?

The Save button only appears when you have made changes to a view. If you revert your changes (for example, clear all filters), the button disappears because there are no unsaved changes.