Scheduled Report Export
Contents
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 the File Export tab.
Depending on whether the file is saved to a SmartFolder or sent via SFTP, in the Scheduled Export section the following needs to be set.
Export to SmartFolder
- 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.