---
description: Configure the name, description and schedule for your export
---

# Basic Settings

<figure><img src="https://4209137600-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYVcapucfzjS7gPXPQ1HM%2Fuploads%2FcB8cw2buRX9n5TyMuCpk%2FEE2.png?alt=media&#x26;token=2783913d-e8be-470b-8b83-5f27aec194a3" alt=""><figcaption></figcaption></figure>

* **Chose the export type:** Open Orders, Processed Orders, Returns or Refunds

<figure><img src="https://4209137600-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYVcapucfzjS7gPXPQ1HM%2Fuploads%2Fa6T48y2gjbYQzdehcmAH%2Fexp%20type.png?alt=media&#x26;token=37556da8-7b8a-4e3f-b21a-91b38e2ef4d3" alt=""><figcaption></figcaption></figure>

* **Enter a user-friendly name for the export to easily identify it among all the configurations**

<figure><img src="https://4209137600-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYVcapucfzjS7gPXPQ1HM%2Fuploads%2FzPJNvlFC8iY9dkVMs8af%2FEE4.png?alt=media&#x26;token=4866b3b8-41cf-4370-8c12-47b9039fb998" alt=""><figcaption></figcaption></figure>

* **Add a description that indicates the specific data being exported (optional)**

<figure><img src="https://4209137600-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYVcapucfzjS7gPXPQ1HM%2Fuploads%2Fyy2TrXnoSqhDe373ErjR%2FEE5.png?alt=media&#x26;token=ff95cf25-c0c5-4026-87d2-6a050a9c6e37" alt=""><figcaption></figcaption></figure>

* **Set  your preferred schedule**

<figure><img src="https://4209137600-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYVcapucfzjS7gPXPQ1HM%2Fuploads%2FMa5QVWpYPjdfKckxAtD9%2FEE15.png?alt=media&#x26;token=de8da83b-6bba-4c9f-9fd1-30cf905b1398" alt=""><figcaption></figcaption></figure>

_**You can select hourly, daily, weekly, monthly, or yearly run of the export**_

<figure><img src="https://4209137600-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYVcapucfzjS7gPXPQ1HM%2Fuploads%2FYAuuVKIdk3jKPiyAJoPl%2FEE7.png?alt=media&#x26;token=8df64088-610e-47b2-9434-899b1e619034" alt=""><figcaption></figcaption></figure>

_**For daily runs, choose the exact time or set it to every hour**_

<figure><img src="https://4209137600-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYVcapucfzjS7gPXPQ1HM%2Fuploads%2Fskwlk3NjLTNuzGMSut1h%2FEE8.png?alt=media&#x26;token=1590dd56-92d2-4110-8eb7-ffb7cd7663e1" alt=""><figcaption></figcaption></figure>

_**For weekly runs, predefine specific day(s) and time or set it to run every day at your preferred time or every hour.**_

<figure><img src="https://4209137600-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYVcapucfzjS7gPXPQ1HM%2Fuploads%2F5JRYMiHidD4JXdV88QCG%2FEE9.png?alt=media&#x26;token=60e5d723-da75-425e-b09f-8ef1f74b560b" alt=""><figcaption></figcaption></figure>

_**For monthly runs, choose the exact date(s) in a month or specific day(s) in a week, along with the export time.**_

<figure><img src="https://4209137600-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYVcapucfzjS7gPXPQ1HM%2Fuploads%2Fnamzv1WhbRA9zb04CKO4%2FEE10.png?alt=media&#x26;token=488b4a77-e8cd-47fc-b0ac-4b0366e90f4b" alt=""><figcaption></figcaption></figure>

_**Yearly schedule allows selecting specific month(s), date(s) or day(s) in a week, and export time.**_

<figure><img src="https://4209137600-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYVcapucfzjS7gPXPQ1HM%2Fuploads%2FKl7kaCzOSa33h5HyKlmL%2FEE11.png?alt=media&#x26;token=62661f54-50bd-421f-82c3-0140bf5181f9" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Please be cautious when selecting both a specific date and a day of the week in your export configuration. Doing so will cause the report to be generated only when both conditions are met simultaneously.
{% endhint %}

#### Once the Basic Configuration is completed, click on the ![](https://4209137600-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYVcapucfzjS7gPXPQ1HM%2Fuploads%2Fp3zVNfqERRXI7MY8UexH%2Fimage.png?alt=media\&token=eee8a3c1-828a-4f47-a580-34e415481fff)button at the bottom of the screen to proceed to Column Setting
