Changes

Scheduled Report Export

4 bytes removed, 20:41, 10 April 2019
Scheduled Export Settings
===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|'''File Export''']] tab
::* Custom Export - export file based on settings from [[Custom_Export|'''Custom Export''']]
:* '''Frequency''' - How often should the report be exported.::: ''Options:''
:::* Disabled
:::* Daily
:::* 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 mftmy.myurlsftp.com:2222 or my.sftp.myurl.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.
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