After you've created your Kloudio report using builder or using SQL, It's now finally time to use it to extract data into Google Sheets and schedule it as per your desired frequency! You can do this using the Kloudio Google Sheets add-on.
First, install the Kloudio add-on if you haven't already.
Step 1: After the add-on is installed and you have logged in successfully, click My Reports by navigating to Add-ons -> Kloudio -> Launch Kloudio as shown below.
Step 2: Select Run Report from the Dropdown
Step 3: Choose the report that you created earlier and click on Run Report.
Step 4: Once the report is run successfully, the Schedule tab gets highlighted. Choose your desired frequency and time, if applicable to auto-refresh your sheet as many times as you need.
Step 5: Would you like to refresh it on demand? Not a problem! Just click on Refresh Report and you should be all set.
Congratulations! You have not only successfully created a Kloudio report but also scheduled it for a hands free auto-refresh of your spreadsheet. Sit back and relax while Kloudio takes care of keeping your spreadsheet in sync with the latest data!
PS - Looking to get data on Excel? Contact us at firstname.lastname@example.org and we can help you!