Smartstaff
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→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::::* 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.
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[[Category:Reports]]