Scheduled Report Export
Revision as of 15:25, 10 April 2019 by Lalaine Songalia (talk | contribs) (→Scheduled Export Settings)
Revision as of 15:25, 10 April 2019 by Lalaine Songalia (talk | contribs) (→Scheduled Export Settings)
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 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
- 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 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.
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.