Difference between revisions of "Scheduled Report Export"
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=Configuration= | =Configuration= | ||
| − | On the | + | On the '''Edit Report''' page, go to '''Scheduled Export''' tab.<br /><br /> |
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| + | ===Scheduled Export Settings=== | ||
| + | :* '''Export Type''' | ||
| + | : ''Options:'' | ||
| + | :* '''Frequency''' - How often should the report be exported. | ||
| + | : ''Options:'' | ||
| + | :* Disabled | ||
| + | :* Daily | ||
| + | :* Weekly | ||
| + | :* Monthly | ||
| + | :* '''Export to''' - Select SmartFolder in order to save the file there. | ||
| + | :* '''SmartFolder''' - Look up the SmartFolder, where you would like the files to be saved. | ||
| + | :* '''Start Date''' - The file export will start from this date. | ||
| + | :* '''Time of Export''' - The file export will happen at this hour and minute. | ||
| + | :* '''Last Exported''' - Indicates when this report export ran last. | ||
===Export via SFTP=== | ===Export via SFTP=== | ||
| − | + | :* '''Frequency''' - How often should the report be exported. | |
| − | * '''Frequency''' - How often should the report be exported. | + | :: ''Options:'' |
| − | :''Options:'' | + | ::* Disabled |
| − | :*Disabled | + | ::* Daily |
| − | :*Daily | + | ::* Weekly |
| − | :*Weekly | + | ::* Monthly |
| − | :*Monthly | + | ::* '''Export to''' - Select SFTP in order to transfer the file to another server. |
| − | * '''Export to''' - Select SFTP in order to transfer the file to another server. | + | ::* '''URL''' - Enter the URL of the remote server. |
| − | * '''URL''' - Enter the URL of the remote server. | + | ::* '''Username''' - Used for authentication on the remote server. |
| − | * '''Username''' - Used for authentication on the remote server. | + | ::* '''Password''' - Used for authentication on the remote server. |
| − | * '''Password''' - Used for authentication on the remote server. | + | ::* '''Path''' - Default path on the remote server to transfer the file to. |
| − | * '''Path''' - Default path on the remote server to transfer the file to. | + | ::* '''Start Date''' - The file export will start from this date. |
| − | * '''Start Date''' - The file export will start from this date. | + | ::* '''Time of Export''' - The file export will happen at this hour and minute. |
| − | * '''Time of Export''' - The file export will happen at this hour and minute. | + | ::* '''Last Exported''' - Indicates when this report export ran last. |
| − | * '''Last Exported''' - Indicates when this report export ran last. | ||
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[[Category:Reports]] | [[Category:Reports]] | ||
Revision as of 15:03, 10 April 2019
Overview
A report can be exported based on a schedule specified in the Report Settings. Scheduled Export feature will export a file from the report to 1.) a SmartFolder, or 2.) a sub-directory of a SSH File Transfer Protocol (SFTP) server.
Configuration
On the Edit Report page, go to Scheduled Export tab.
Scheduled Export Settings
- Export Type
- Options:
- Frequency - How often should the report be exported.
- Options:
- Disabled
- Daily
- Weekly
- Monthly
- Export to - Select SmartFolder in order to save the file there.
- SmartFolder - Look up the SmartFolder, where you would like the files to be saved.
- Start Date - The file export will start from this date.
- Time of Export - The file export will happen at this hour and minute.
- Last Exported - Indicates when this report export ran last.
Export via SFTP
- Frequency - How often should the report be exported.
- Options:
- Disabled
- Daily
- Weekly
- Monthly
- Export to - Select SFTP in order to transfer the file to another server.
- URL - Enter the URL of the remote server.
- Username - Used for authentication on the remote server.
- Password - Used for authentication on the remote server.
- Path - Default path on the remote server to transfer the file to.
- Start Date - The file export will start from this date.
- Time of Export - The file export will happen at this hour and minute.
- Last Exported - Indicates when this report export ran last.
