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Scheduled Report Export

3 bytes removed, 18:44, 13 February 2020

→‎Configuration - Essentials

''Scheduled Report Export'' is built using SmartSimple's [[Reports|integrated reporting subsystem]]. The settings for ''scheduled report export'' is available on the '''File Export''' tab of the Edit Reports page.

==='''Scheduled Export==='''

On the '''Edit Report''' page, go to '''Scheduled Export''' tab.<br />

To configure a scheduled report, the following settings are found from the '''Scheduled Export''' tab:

:** '''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]

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Lalaine Songalia

Smartstaff

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