Changes

Exporting Reports

20 bytes added, 18:42, 24 May 2018

→‎Export to specified SmartFolder

==Export to specified SmartFolder==

New ability A report can now be automated to schedule and automate report exports export to a SmartFolder or an external SFTP site. You can now schedule a recurring task on a daily, weekly, or monthly basis to automatically run a report and export the contents. This first release is limited to the file export functionality, e.g. CSV, with support for custom export formatting coming in a future release.

From the report configuration, go to '''FILE EXPORT''' tab and under '''Scheduled Export''', configure desired settings:

[[Image:ExportReport-1.PNG|500px]]

* '''Frequency'''** Daily** Weekly** Monthly** Quarterly** Yearly

* '''Export To'''

* '''SmartFolder'''

* '''Start Date'''- will determine when the first export will take place.* '''Time of Export'''- will determine the time of the day when export will happen.

* '''Last Exported'''

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Lalaine Songalia

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