Changes

Exporting Reports

22 bytes removed, 13:53, 21 October 2019

→‎Export to SmartFolder or SFTP

* '''Export Type '''- specify the type of export for the scheduled export

: ''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

: ''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.

===Examples===

:* Export Every Monday of the week @ 0900

 

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.

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Lalaine Songalia

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