Difference between revisions of "Scheduled Report Export"
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===Scheduled Export Settings=== | ===Scheduled Export Settings=== | ||
| − | :* '''Export Type''' | + | :* '''Export Type''' - specify the type of export for the scheduled export |
| − | : ''Options:'' | + | ::''Options:'' |
| + | ::* 'File Export' | ||
| + | ::* 'Custom Export' | ||
:* '''Frequency''' - How often should the report be exported. | :* '''Frequency''' - How often should the report be exported. | ||
| − | + | ''Options:'' | |
:* Disabled | :* Disabled | ||
:* Daily | :* Daily | ||
| Line 19: | Line 21: | ||
:* '''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. | ||
| + | |||
===Export via SFTP=== | ===Export via SFTP=== | ||
:* '''Frequency''' - How often should the report be exported. | :* '''Frequency''' - How often should the report be exported. | ||
Revision as of 15:04, 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 - specify the type of export for the scheduled export
- Options:
- 'File Export'
- 'Custom Export'
- 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.
