Repository: DataDog/documentation
Pull request #29405: Add new docs for Scheduled CSV Reports
Author: login: estherk15
Labels: name: Architecture
description: Everything related to the Doc backend
name: editorial review
description: Waiting on a more in-depth review
name: mergequeue-status: done
name: okr11
Created: 2025-05-16T20:46:43Z | Merged: 2025-05-29T21:51:11Z

<!-- *Note: Please remember to review the Datadog Documentation [Contribution Guidelines](https://github.com/DataDog/documentation/blob/master/CONTRIBUTING.md) if you have not yet done so.* -->

### What does this PR do? What is the motivation?
<!-- A brief description of the change being made with this pull request. What is your motivation for the PR? -->
- New release for Scheduled CSV Reports
- [DOCS-10770](https://datadoghq.atlassian.net/browse/DOCS-10770)

### Merge instructions

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[DOCS-10770]: https://datadoghq.atlassian.net/browse/DOCS-10770?atlOrigin=eyJpIjoiNWRkNTljNzYxNjVmNDY3MDlhMDU5Y2ZhYzA5YTRkZjUiLCJwIjoiZ2l0aHViLWNvbS1KU1cifQ


Diff:
diff --git a/config/_default/menus/main.en.yaml b/config/_default/menus/main.en.yaml
index 88148bc2a24..9bae7879c90 100644
--- a/config/_default/menus/main.en.yaml
+++ b/config/_default/menus/main.en.yaml
@@ -6125,26 +6125,31 @@ menu:
       parent: log_management_error_tracking
       identifier: log_management_error_tracking_troubleshooting
       weight: 711
+    - name: Reports
+      url: logs/reports/
+      parent: log_management
+      identifier: log_reports
+      weight: 8
     - name: Guides
       url: logs/guide/
       parent: log_management
       identifier: log_guides
-      weight: 8
+      weight: 9
     - name: Data Security
       url: data_security/logs/
       parent: log_management
       identifier: log_security
-      weight: 9
+      weight: 10
     - name: Troubleshooting
       url: logs/troubleshooting
       parent: log_management
       identifier: log_troubleshooting
-      weight: 10
+      weight: 11
     - name: Live Tail
       url: logs/troubleshooting/live_tail
       parent: log_troubleshooting
       identifier: log_troubleshooting_live_tail
-      weight: 1001
+      weight: 1101
     # - name: CloudPrem
     #   pre: cloud
     #   url: cloudprem/
diff --git a/content/en/logs/reports/_index.md b/content/en/logs/reports/_index.md
new file mode 100644
index 00000000000..d81a8fd6cd6
--- /dev/null
+++ b/content/en/logs/reports/_index.md
@@ -0,0 +1,58 @@
+---
+title: Scheduled CSV Reports
+---
+
+{{< callout url="#" btn_hidden="true" header="false">}}  
+Scheduled CSV Reports are in Preview.  
+{{< /callout >}}
+
+## Overview
+
+Scheduled CSV Reports let you automatically receive recurring, structured data exports through email. This feature supports operational, compliance, and executive stakeholders by delivering periodic snapshots of key metrics, without needing to log into the Datadog platform.
+
+## Define a query
+
+To schedule a CSV Report, the query must meet the following conditions:
+
+* The query must be created from the [Log Explorer][1]  
+* The query result displays as a **List** (not a Table or other visualization type)  
+* The query is not a composite query (no [subqueries][2])  
+* "Group into" (fields/patterns/transactions) is not selected  
+* The query doesn't use [calculated fields][3] or [Reference Tables][4]
+* The CSV is limited to 250k rows
+
+## Schedule a CSV report
+
+1. Click **More…**.  
+2. Select **Schedule CSV Report**.
+3. In the configuration modal that opens, set a schedule for the report to determine when and how often the report is sent.  
+4. Configure report: Define the report title and set a time frame to determine the range of time displayed in the resulting report. The report time frame can be different from the time frame displayed on the dashboard.  
+5. Add recipients  
+   1. **Email recipients**: To add email recipients to your report, enter their email addresses. The email associated with your Datadog account is automatically added as a recipient. You can remove yourself as a recipient by hovering over your email and clicking the trash icon that appears next to it.  
+   2. **Slack recipients**: To add Slack recipients, select the Slack workspace and channel from the available dropdowns. If you do not see any Slack workspaces available, ensure you have the Datadog [Slack Integration][5] installed. All public channels within the Slack workspace should be listed automatically. To select a private Slack channel, make sure to invite the Datadog Slack bot to the channel in Slack. To send a test message to Slack, add a channel recipient and click **Send Test Message**.
+
+## Managing reports
+
+To view CSV reports navigate to [Log Explorer][1] and click the **Reports** tab. 
+
+**Note**: Reports are not tied to [Saved Views][6] and can only be accessed through the Reports tab. 
+
+* You must have the **Log Reports Write** permission to create your own report schedules.
+* You must have the **Log Reports Manage** permission to modify other users' report schedules.
+
+After a report is created, you can subscribe, unsubscribe, edit a schedule, and delete a report assuming you have appropriate permissions. If you do not have **Log Reports Write** or **Log Reports Manage** permissions, you can unsubscribe from the report directly from an email
+
+## Reports views
+
+| Report View | Description | Required Permission |
+| ----- | ----- | ----- |
+| Created by you | Shows all Scheduled CSV Reports you have created from Log Explorer | Log Reports Write |
+| All Reports | Shows all Scheduled CSV Reports in Log Explorer for the organization you are in | Log Reports Manage |
+| Subscribed | Shows all Scheduled CSV Reports that you are Subscribed to | Log Reports Write |
+
+[1]: https://app.datadoghq.com/logs
+[2]: /logs/explorer/advanced_search/#filter-logs-with-subqueries
+[3]: /logs/explorer/calculated_fields/
+[4]: /reference_tables/?tab=manualupload
+[5]: /integrations/slack/?tab=datadogforslack
+[6]: /logs/explorer/saved_views/#saved-views
\ No newline at end of file


Reviews:
user: login: estherk15
state: COMMENTED
author_association: CONTRIBUTOR
submitted_at: 2025-05-28T12:52:06Z
user: login: hestonhoffman
body: LGTM! Left a few tiny edits
state: COMMENTED
author_association: CONTRIBUTOR
submitted_at: 2025-05-28T16:35:53Z
user: login: estherk15
state: COMMENTED
author_association: CONTRIBUTOR
submitted_at: 2025-05-28T17:35:45Z
user: login: hestonhoffman
state: APPROVED
author_association: CONTRIBUTOR
submitted_at: 2025-05-28T20:24:02Z

Review comments:
diff_hunk: @@ -0,0 +1,57 @@
+---
+title: Scheduled CSV Reports
+---
+
+{{< callout url="#" btn_hidden="false">}}  
path: content/en/logs/reports/_index.md
user: login: estherk15
body: PM to provide the preview link
created_at: 2025-05-28T12:52:06Z
author_association: CONTRIBUTOR
diff_hunk: @@ -0,0 +1,57 @@
+---
+title: Scheduled CSV Reports
+---
+
+{{< callout url="#" btn_hidden="false">}}  
+Scheduled CSV Reports are in Preview.  
+{{< /callout >}}
+
+## Overview
+
+Scheduled CSV Reports let you automatically receive recurring, structured data exports through email. This feature supports operational, compliance, and executive stakeholders by delivering periodic snapshots of key metrics, without needing to log into the Datadog platform.
+
+## Define a query
+
+To schedule a CSV Report, the query must meet the following conditions:
+
+* The query must be created from the [Log Explorer][1]  
+* The query result displays as a **List** (not a Table or other visualization type)  
+* The query is not a composite query (no [subqueries][2])  
+* "Group into" (fields/patterns/transactions) is not selected  
+* The query doesn't use [calculated fields][3] or [Reference Tables][4]
+* The CSV is limited to 250k rows
+
+## Schedule a CSV report
+
+1. Click **More….**  
path: content/en/logs/reports/_index.md
user: login: hestonhoffman
body: ```suggestion
1. Click **More…**.  
```
I think?
created_at: 2025-05-28T16:31:47Z
author_association: CONTRIBUTOR
diff_hunk: @@ -0,0 +1,57 @@
+---
+title: Scheduled CSV Reports
+---
+
+{{< callout url="#" btn_hidden="false">}}  
+Scheduled CSV Reports are in Preview.  
+{{< /callout >}}
+
+## Overview
+
+Scheduled CSV Reports let you automatically receive recurring, structured data exports through email. This feature supports operational, compliance, and executive stakeholders by delivering periodic snapshots of key metrics, without needing to log into the Datadog platform.
+
+## Define a query
+
+To schedule a CSV Report, the query must meet the following conditions:
+
+* The query must be created from the [Log Explorer][1]  
+* The query result displays as a **List** (not a Table or other visualization type)  
+* The query is not a composite query (no [subqueries][2])  
+* "Group into" (fields/patterns/transactions) is not selected  
+* The query doesn't use [calculated fields][3] or [Reference Tables][4]
+* The CSV is limited to 250k rows
+
+## Schedule a CSV report
+
+1. Click **More….**  
+2. Select **Schedule CSV Report**  
path: content/en/logs/reports/_index.md
user: login: hestonhoffman
body: ```suggestion
2. Select **Schedule CSV Report**.
```
created_at: 2025-05-28T16:31:58Z
author_association: CONTRIBUTOR
diff_hunk: @@ -0,0 +1,57 @@
+---
+title: Scheduled CSV Reports
+---
+
+{{< callout url="#" btn_hidden="false">}}  
+Scheduled CSV Reports are in Preview.  
+{{< /callout >}}
+
+## Overview
+
+Scheduled CSV Reports let you automatically receive recurring, structured data exports through email. This feature supports operational, compliance, and executive stakeholders by delivering periodic snapshots of key metrics, without needing to log into the Datadog platform.
+
+## Define a query
+
+To schedule a CSV Report, the query must meet the following conditions:
+
+* The query must be created from the [Log Explorer][1]  
+* The query result displays as a **List** (not a Table or other visualization type)  
+* The query is not a composite query (no [subqueries][2])  
+* "Group into" (fields/patterns/transactions) is not selected  
+* The query doesn't use [calculated fields][3] or [Reference Tables][4]
+* The CSV is limited to 250k rows
+
+## Schedule a CSV report
+
+1. Click **More….**  
+2. Select **Schedule CSV Report**  
+3. In the configuration modal that opens, set a schedule for the report to determine when and how often the report is sent.  
+4. Configure report: Define the report title and set a time frame to determine the range of time displayed in the resulting report. The report time frame can be different from the time frame displayed on the dashboard.  
+5. Add recipients  
+   1. **Email recipients**: To add email recipients to your report, enter their email addresses. The email associated with your Datadog account is automatically added as a recipient. You can remove yourself as a recipient by hovering over your email and clicking the trash icon that appears next to it.  
+   2. **Slack recipients**: To add Slack recipients, select the Slack workspace and channel from the available dropdowns. If you do not see any Slack workspaces available, ensure you have the Datadog [Slack Integration][5] installed. All public channels within the Slack workspace should be listed automatically. To select a private Slack channel, make sure to invite the Datadog Slack bot to the channel in Slack. To send a test message to Slack, add a channel recipient and click Send Test Message.
path: content/en/logs/reports/_index.md
user: login: hestonhoffman
body: ```suggestion
   2. **Slack recipients**: To add Slack recipients, select the Slack workspace and channel from the available dropdowns. If you do not see any Slack workspaces available, ensure you have the Datadog [Slack Integration][5] installed. All public channels within the Slack workspace should be listed automatically. To select a private Slack channel, make sure to invite the Datadog Slack bot to the channel in Slack. To send a test message to Slack, add a channel recipient and click **Send Test Message**.
```
created_at: 2025-05-28T16:33:08Z
author_association: CONTRIBUTOR
diff_hunk: @@ -0,0 +1,57 @@
+---
+title: Scheduled CSV Reports
+---
+
+{{< callout url="#" btn_hidden="false">}}  
+Scheduled CSV Reports are in Preview.  
+{{< /callout >}}
+
+## Overview
+
+Scheduled CSV Reports let you automatically receive recurring, structured data exports through email. This feature supports operational, compliance, and executive stakeholders by delivering periodic snapshots of key metrics, without needing to log into the Datadog platform.
+
+## Define a query
+
+To schedule a CSV Report, the query must meet the following conditions:
+
+* The query must be created from the [Log Explorer][1]  
+* The query result displays as a **List** (not a Table or other visualization type)  
+* The query is not a composite query (no [subqueries][2])  
+* "Group into" (fields/patterns/transactions) is not selected  
+* The query doesn't use [calculated fields][3] or [Reference Tables][4]
+* The CSV is limited to 250k rows
+
+## Schedule a CSV report
+
+1. Click **More….**  
+2. Select **Schedule CSV Report**  
+3. In the configuration modal that opens, set a schedule for the report to determine when and how often the report is sent.  
+4. Configure report: Define the report title and set a time frame to determine the range of time displayed in the resulting report. The report time frame can be different from the time frame displayed on the dashboard.  
+5. Add recipients  
+   1. **Email recipients**: To add email recipients to your report, enter their email addresses. The email associated with your Datadog account is automatically added as a recipient. You can remove yourself as a recipient by hovering over your email and clicking the trash icon that appears next to it.  
+   2. **Slack recipients**: To add Slack recipients, select the Slack workspace and channel from the available dropdowns. If you do not see any Slack workspaces available, ensure you have the Datadog [Slack Integration][5] installed. All public channels within the Slack workspace should be listed automatically. To select a private Slack channel, make sure to invite the Datadog Slack bot to the channel in Slack. To send a test message to Slack, add a channel recipient and click Send Test Message.
+
+## Managing reports
+
+To view CSV reports navigate to [Log Explorer][1] and click the **Reports** tab. 
+**Note**: Reports are not tied to [Saved Views][6] and can only be accessed through the Reports tab. 
path: content/en/logs/reports/_index.md
user: login: hestonhoffman
body: ```suggestion

**Note**: Reports are not tied to [Saved Views][6] and can only be accessed through the Reports tab. 
```
created_at: 2025-05-28T16:33:37Z
author_association: CONTRIBUTOR
diff_hunk: @@ -0,0 +1,57 @@
+---
+title: Scheduled CSV Reports
+---
+
+{{< callout url="#" btn_hidden="false">}}  
+Scheduled CSV Reports are in Preview.  
+{{< /callout >}}
+
+## Overview
+
+Scheduled CSV Reports let you automatically receive recurring, structured data exports through email. This feature supports operational, compliance, and executive stakeholders by delivering periodic snapshots of key metrics, without needing to log into the Datadog platform.
+
+## Define a query
+
+To schedule a CSV Report, the query must meet the following conditions:
+
+* The query must be created from the [Log Explorer][1]  
+* The query result displays as a **List** (not a Table or other visualization type)  
+* The query is not a composite query (no [subqueries][2])  
+* "Group into" (fields/patterns/transactions) is not selected  
+* The query doesn't use [calculated fields][3] or [Reference Tables][4]
+* The CSV is limited to 250k rows
+
+## Schedule a CSV report
+
+1. Click **More….**  
+2. Select **Schedule CSV Report**  
+3. In the configuration modal that opens, set a schedule for the report to determine when and how often the report is sent.  
+4. Configure report: Define the report title and set a time frame to determine the range of time displayed in the resulting report. The report time frame can be different from the time frame displayed on the dashboard.  
+5. Add recipients  
+   1. **Email recipients**: To add email recipients to your report, enter their email addresses. The email associated with your Datadog account is automatically added as a recipient. You can remove yourself as a recipient by hovering over your email and clicking the trash icon that appears next to it.  
+   2. **Slack recipients**: To add Slack recipients, select the Slack workspace and channel from the available dropdowns. If you do not see any Slack workspaces available, ensure you have the Datadog [Slack Integration][5] installed. All public channels within the Slack workspace should be listed automatically. To select a private Slack channel, make sure to invite the Datadog Slack bot to the channel in Slack. To send a test message to Slack, add a channel recipient and click Send Test Message.
+
+## Managing reports
+
+To view CSV reports navigate to [Log Explorer][1] and click the **Reports** tab. 
+**Note**: Reports are not tied to [Saved Views][6] and can only be accessed through the Reports tab. 
+
+* You must have the **Log Reports Write** permission to create your own report schedules  
+* You must have the **Log Reports Manage** permission to modify other users' report schedules  
path: content/en/logs/reports/_index.md
user: login: hestonhoffman
body: ```suggestion
* You must have the **Log Reports Write** permission to create your own report schedules.
* You must have the **Log Reports Manage** permission to modify other users' report schedules.
```
created_at: 2025-05-28T16:34:16Z
author_association: CONTRIBUTOR
diff_hunk: @@ -0,0 +1,57 @@
+---
+title: Scheduled CSV Reports
+---
+
+{{< callout url="#" btn_hidden="false">}}  
path: content/en/logs/reports/_index.md
user: login: estherk15
body: ```suggestion
{{< callout url="#" btn_hidden="true" header="false">}}  
```
created_at: 2025-05-28T17:35:45Z
author_association: CONTRIBUTOR

PR comments:
user: login: github-actions[bot]
created_at: 2025-05-16T20:50:15Z
body: ## Preview links (active after the `build_preview` check completes)

### New or renamed files
* https://docs-staging.datadoghq.com/esther/docs-10770-scheduled-csv-reports/logs/reports/
author_association: CONTRIBUTOR
user: login: hestonhoffman
created_at: 2025-05-27T21:10:05Z
body: I made a card for this one cos I'm kinda swamped today https://datadoghq.atlassian.net/browse/DOCS-11036
author_association: CONTRIBUTOR
user: login: github-actions[bot]
created_at: 2025-05-28T12:52:25Z
body: ## ✅ Documentation Team Review

The documentation team has approved this pull request. Thank you for your contribution!

author_association: CONTRIBUTOR
user: login: estherk15
created_at: 2025-05-29T21:04:06Z
body: /merge
author_association: CONTRIBUTOR
user: login: dd-devflow[bot]
created_at: 2025-05-29T21:04:10Z
body: <!-- "FeedbackWorkflowId":"3d64ef52-81a0-45b5-a6c1-c27b5b0caf37_36" -->
[View all feedbacks in Devflow UI.](https://mosaic.us1.ddbuild.io/devflow/logs/3d64ef52-81a0-45b5-a6c1-c27b5b0caf37_36)

`2025-05-29 21:04:09 UTC` :information_source: Start processing command `/merge`

---
`2025-05-29 21:04:17 UTC` :information_source: **MergeQueue:** waiting for PR to be ready

This merge request is not mergeable yet, because of pending checks/missing approvals. It will be added to the queue as soon as checks pass and/or get approvals.
**Note:** if you pushed new commits since the last approval, you may need additional approval.
You can remove it from the waiting list with `/remove` command.

---
`2025-05-29 21:32:26 UTC` :information_source: **MergeQueue:** merge request added to the queue

The expected merge time in `master` is approximately 20m (p90).

---
`2025-05-29 21:51:15 UTC` :information_source: **MergeQueue:** This merge request was merged

author_association: NONE