Scheduled Exports of Query Results via a Secure Email Link

Schedule secure CSV exports of query results delivered to an email recipient.

Veza users can now schedule a periodic export (daily, weekly, etc.) of query results delivered via a secure link in email. When configured, recipients receive a secure link in email which they can download only if they have permission to view the query’s results in Veza.

When clicking a link to download a scheduled export, users are redirected to the Veza login page for Single Sign On (SSO), and the results are downloaded in CSV format. This enables Veza users to share sensitive query results data with other stakeholders while ensuring query data from Veza is protected.

Link Expiration

• Download links expire after 28 days from the export date. This is a security measure to protect customer data. Expired links cannot be reactivated. If you need to keep the links active beyond 28 days, please contact the Veza support team.

Granting Download Access

Recipients must have appropriate Veza permissions to download the data. Users must have one of these roles: Admin, Operator, or Viewer. User permissions are checked at download time, and users without sufficient permissions will be unable to download the results.

1. Users must have one of these Veza roles:

   • Admin

   • Operator

   • Viewer

2. For users with other roles (e.g., Reviewer):

   • Assign them the Viewer role in addition to their current role

   • This grants them access to view and download query results

   • Note: This also gives them access to other queries and dashboards

   • Contact Veza Support if you need more granular permissions

For more information about Veza teams and roles, see User Management. For technical support or to request modifications to the link expiration period, please contact your Veza support representative.

How scheduled exports work:

1. Click on “Schedule Export” on the kebab menu on a query’s details page or query builder page:

   

   Scheduling exports for a saved query.
2. Select the CSV Via Secure Link in Email option in the next window:

   

   Using the export to CSV email option.
3. Configure the schedule and recipient email address

4. At the scheduled intervals, recipients will receive an email containing basic usage instructions and:

   • A secure link to download the query results

   • The query name and execution timestamp

Scheduling Saved Query Exports

You can enable scheduled exports when saving a query. To schedule exports for a saved query:

• Click on a Dashboard tile to open the query details, or find the query on the Access Visibility > Queries page.

• From the Query Details view (Query Actions > Schedule Export)

• Choose a query on the Separation of Duties overview and choose Schedule Export from the row actions.

To configure the exports from the Save Query page:

1. On the Scheduled Exports tab, click CSV via Secure Link in Email

2. Choose a single email recipient

3. Choose an export time (UTC)

4. Choose the days of the week for the export to run

5. (Optional) Configure additional settings for the export:

   • Include all source tags in results: Add a column for Veza Tags or provider-native tags on source entities.

   • Include all destination tags in results: Add a column for tags on destination entities.

   • Show {Destination Entity} properties: Add columns for attributes on the destination entity type.

   • Show Summary Entities: Add a column for a summary of entities between the source and destination nodes (if specified in the original query).

Use the Queries > Exports tab page to review all queries that have been exported or are scheduled for export. The status column indicates whether the results were exported successfully. Use the actions menu to:

• Edit scheduling settings

• Rerun an export

• Cancel an in-progress export