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→Export to SmartFolder or SFTP
: ''Options:''
:** File Export - export file based on settings from [wiki/Exporting_Reports '''File Export'''] tab:** Custom Export - export file based on settings from [wiki/Custom_Export '''Custom Export''']'''Frequency''' - choose the frequency of the export:** Disabled:** Daily :** Weekly:** Monthly:** Quarterly:** Yearly:** On Demand - used when report is linked to an autoloader.'''At (Start Date)''' - specify time for the scheduled export:* '''Starting''' - specify the start date for the scheduled export:* '''Export To''' - select where to export the file:** '''SFTP''':*** '''URL''' - enter the url of the sftp site:*** '''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'''''Configuration Folder''':** '''SmartFolder''':*** '''SmartFolder''' - select the SmartFolder where the files will be pushed'''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.
Choose a future date that falls on a Monday for the '''Start Date''', '''Weekly''' for the '''Frequency''' and select the '''Time of Export''' dropdown list.
:* Export Every 15th of the month
Choose '''15th''' (future date) for the '''Start Date''' and '''Monthly''' for the '''Frequency''' and select the '''Time of Export''' dropdown list.
===Troubleshooting===
:* This won't work for reports that have any criteria, or reports with any other variables that require a user session or user input - for instance, the setting that allows you to select a template from a SmartFolder before exporting. Reports violating these will either not be exported, or have no data when exported, or maybe some other unpredictable result.:* To reset/change the schedule, '''Disabled''' the '''Frequency''' then save it. This will delete the current setting configurations from the database. Then, enter new schedule settings and save.:* No option for '''Custom Export''' is currently available
==See Also==