Difference between revisions of "Scheduled Report Export"
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(→Scheduled Export Settings) |
(→Scheduled Export Settings) |
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:* '''Export Type''' - specify the type of export for the scheduled export | :* '''Export Type''' - specify the type of export for the scheduled export | ||
:: ''Options:'' | :: ''Options:'' | ||
| − | ::* 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:'' | |
| − | + | :::* Disabled | |
| − | + | :::* Daily | |
| − | + | :::* Weekly | |
| − | + | :::* Monthly | |
| − | + | :::* Quarterly | |
| − | + | :::* Yearly | |
| − | + | :* '''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. | |
| − | :::: | + | :::* '''sftp''' |
| − | + | :::: '''URL''' - enter the url of the sftp site i.e. ''34.234.21.159'' or my.sftp.com or my.sftp.com:2222 | |
| − | :::: | + | :::: '''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. | |
| − | |||
| − | |||
=== === | === === | ||
[[Category:Reports]] | [[Category:Reports]] | ||
Revision as of 15:45, 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
- 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.
- sftp
- URL - enter the url of the sftp site i.e. 34.234.21.159 or my.sftp.com or my.sftp.com:2222
- 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.
