Difference between revisions of "Scheduled Report Export"
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(→Export via SFTP) |
(→Scheduled Export Settings) |
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::* File Export - export file based on settings from [[File_Export|'''File Export''']] tab | ::* File Export - export file based on settings from [[File_Export|'''File Export''']] tab | ||
::* Custom Export - export file based on settings from [[Custom_Export|'''Custom Export''']] | ::* Custom Export - export file based on settings from [[Custom_Export|'''Custom Export''']] | ||
| − | '''Frequency''' - How often should the report be exported. | + | |
| + | :* '''Frequency''' - How often should the report be exported. | ||
| + | |||
::: ''Options:'' | ::: ''Options:'' | ||
:::* Disabled | :::* Disabled | ||
| Line 18: | Line 20: | ||
:::* Quarterly | :::* Quarterly | ||
:::* Yearly | :::* Yearly | ||
| − | |||
:: '''At''' - specify time for the scheduled export | :: '''At''' - specify time for the scheduled export | ||
::* '''Starting''' - specify the start date for the scheduled export | ::* '''Starting''' - specify the start date for the scheduled export | ||
| Line 25: | Line 26: | ||
::*** '''SmartFolder''' | ::*** '''SmartFolder''' | ||
::**** ''SmartFolder'' - Select a SmartFolder where you would like the file to be saved. | ::**** ''SmartFolder'' - Select a SmartFolder where you would like the file to be saved. | ||
| − | + | ''sftp'' | |
::**** '''URL''' - enter the url of the sftp site i.e. ''34.234.21.159'' or mft.myurl.com:2222 or sftp.myurl.com | ::**** '''URL''' - enter the url of the sftp site i.e. ''34.234.21.159'' or mft.myurl.com:2222 or sftp.myurl.com | ||
::**** '''Username''' - username to allow access to the sftp | ::**** '''Username''' - username to allow access to the sftp | ||
::**** '''Password''' - password to allow access to the sftp | ::**** '''Password''' - password to allow access to the sftp | ||
::**** '''Path''' - sftp folder location where the files will be pushed i.e. /in or /out or /Payments/inbound | ::**** '''Path''' - sftp folder location where the files will be pushed i.e. /in or /out or /Payments/inbound | ||
| − | + | '''Update Status After Export''' - status of the records will changed to the selected status after export. | |
| − | :* '''Trigger Workflow After Export''' - workflow selected will be triggered to all records after export. | + | ::* '''Trigger Workflow After Export''' - workflow selected will be triggered to all records after export. |
| − | :* '''Export File Name''' - file name of the file can be specified including stamp date. It is recommended to append a timestamp. To stamp the date, use [YYYY],[YY],[MM],[DD],[HH],[mm]. i.e. MyExportedReport_[YYYY]-[MM]-[DD] | + | ::* '''Export File Name''' - file name of the file can be specified including stamp date. It is recommended to append a timestamp. To stamp the date, use [YYYY],[YY],[MM],[DD],[HH],[mm]. i.e. MyExportedReport_[YYYY]-[MM]-[DD] |
| − | :* '''Last Exported''' - date of the last export. | + | ::* '''Last Exported''' - date of the last export. |
=== === | === === | ||
[[Category:Reports]] | [[Category:Reports]] | ||
Revision as of 15:31, 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 - export file based on settings from File Export tab
- Custom Export - export file based on settings from Custom Export
- Frequency - How often should the report be exported.
- Options:
- Disabled
- Daily
- Weekly
- Monthly
- Quarterly
- Yearly
- Options:
- At - specify time for the scheduled export
- Starting - specify the start date for the scheduled export
- Export to - select where you want to export the file to
Options:
- SmartFolder
- SmartFolder - Select a SmartFolder where you would like the file to be saved.
- SmartFolder
sftp
- URL - enter the url of the sftp site i.e. 34.234.21.159 or mft.myurl.com:2222 or sftp.myurl.com
- Username - username to allow access to the sftp
- Password - password to allow access to the sftp
- Path - sftp folder location where the files will be pushed i.e. /in or /out or /Payments/inbound
Update Status After Export - status of the records will changed to the selected status after export.
- Trigger Workflow After Export - workflow selected will be triggered to all records after export.
- Export File Name - file name of the file can be specified including stamp date. It is recommended to append a timestamp. To stamp the date, use [YYYY],[YY],[MM],[DD],[HH],[mm]. i.e. MyExportedReport_[YYYY]-[MM]-[DD]
- Last Exported - date of the last export.
