This tutorial will elaborate how to automate your exports and schedule them to either be sent via email or create a file on your PC. 

Option 1 - UI Scheduled Export 

Online Video

Direct Youtube link (for full screen): https://youtu.be/hO2C4iZOkJM

Description

1. Right click on the Survey you would like schedule an export for.
2. Choose the option 'Schedule Automated Exports...'
   
3. Choose '+ Add Automated Export' 
   
4. Fill in the different fields 
   • Enabled/Disabled - Once you create the automated export you can choose to keep it enabled or disable it. 
   • Recurrence - Choose whether to run the export Daily/Weekly
   • Start/End Date - Set the Date to start the export and finish it
   • Time - Set the time to run the scheduled export
   • Email connector - choose the email connector to use for sending the email. 
   • Notify these addresses - add the email addresses you would like to send the exported data to.
   • Subject of email - Set the subject for the email.
   • Body of email: Either use the default text or update the text for the email sent. 
   • Always send data as link - enable this option to send the data as a link.
   • Send data as zip file - enable this option to send the exported data as a zip file to save space
   • Provider - choose the provider you would like to export to
   • Load Settings File - Choose the settings file to use when exporting 
5. Once done click on Save Changes 

Please Note:

• This export will only export the newly uploaded results since the last scheduled export and will not export all the data since start of fieldwork.
• If you have setup scheduled export to a survey that has already started fieldwork the subjects that were already uploaded will not be exported in the first scheduled export
• You can create several scheduled exports for the same survey. 

Option 2 - Command Line 

SurveyToGo: has a unique Command Line Exporting tool that allows you to generate automatic exporting commands with a few simple clicks, instead of entering the studio and selecting manually each time – it also enables you to schedule a task for windows to export it automatically in your time of choice.

Step 1: Create A New TXT file in the folder which contains the exporting tool.
Step 2: Configure your file to contain the exporting commands.

Step 1: Create A New TXT file in the folder which contains the exporting tool.

If you are using Windows XP, the exporter tool should be located in the following path on the PC where the Studio is installed:

C:\Documents and Settings\<USERNAME>\Local Settings\Application Data\Dooblo\SurveyToGo: Studio\App\<YOUR VERSION>\Utils\CmdLine

If you are using Windows 7/10, the exporter tool should be located in the following path:
C:\Users\<USERNAME>\AppData\Local\Dooblo\SurveyToGo: Studio\App\<YOUR VERSION>\Utils\CmdLine

Note: To be able to run the command line tool as standalone meaning on a PC where the Studio has not been installed create a new folder on that PC (you can name it for example SurveyToGo: Command Line Export).
Copy the 2 folders named Utils and Providers from the PC where the Studio is installed to the folder you created on the PC where you want to run the command line on.
They will be located under the below paths:

• Windows XP - C:\Documents and Settings\<USERNAME>\Local Settings\Application Data\Dooblo\SurveyToGo: Studio\App\<YOUR VERSION> 
• Windows 7/10 - C:\Users\<USERNAME>\AppData\Local\Dooblo\SurveyToGo: Studio\App\<YOUR VERSION>\ 

Now, after you created the txt file, rename it as something such as “My Exporter”, or whatever you prefer.

Then, create a shortcut to that file, and place it on your desktop:

Step 2: Configure your file to contain the exporting commands.

Open the exporting wizard.

Then, go all over to the final stage of the exporting wizard.

Clicking this button copies an export command for the selected survey to your clipboard.

Paste the command as a single line into the TXT file you created earlier. Repeat this process for each survey you want to export automatically, adding each survey's command to the TXT file on a separate line until all required surveys have been included.

Before saving the file, make sure to replace the placeholder values with your own information. For example:

STGCMDLine.exe /action=export /user="<USER>" /pass="<CHANGEME>" /org="ORG_NAME" /url="http://stg.dooblo.net/ws/" /surveyid="YOUR SURVEY ID" /provider=Excel2007 /OutputDir="<FULL OUTPUT PATH>"

After you have added all of the commands, save the TXT file and change its extension from .txt to .bat.

The resulting batch file will contain one export command per line.

From that point on, you can simply double-click the .bat file to execute all of the export commands automatically using the CMDLine tool.

If you want the exports to run automatically on a schedule, you can use the built-in Windows Task Scheduler to configure recurring export tasks.

• You can also refer to the exporting tool manual, located in the same folder as the CMDLine tool, for a complete explanation of its features and available functions.
• You may also download the attached file for additional guidance.