Changes

Scheduled Report Export

22 bytes added, 20:57, 19 February 2020

→‎Configuration - Essentials

: Note that the file extension should not be included in this section i.e. '''PaymentDetails_[YYYY]-[MM]_[DD] '''  and NOT "PaymentDetails_[YYYY]-[MM]_[DD].csv"  The extension of the file should be specified in the a.) ''Export Format'' dropdown in the [[Exporting_Reports|'''File Export''']] tab  for standard File Export or b.) ''File Extension'' textbox in the [[Custom_Export|'''Custom Export''']] tab for custom export reports.

<span style="color: #ff0000;">Setting Settings below are available after the March 2020 upgrade.</span>

* '''Export to Folder''' - the file can be exported to 

** '''Folder Type''' - select a folder type where the file will be exported to.

*** '''Configuration Folder''' *** '''SmartFolder'''

** '''Folder''' - - select the subfolder where you would like the file to be saved.

* '''Export to sftp'''

** '''Integration Key''' - select an existing integration key from the [[Integration Key Management]] from the dropdown list or click the "+" icon to create a new integration key.

** '''Path''' - sftp folder location where the files will be pushed i.e. /in or /out or /Payments/inbound

* '''Process On Every Record After Export''' ** '''Update Status''' - updates the status of every record in the report to the selected status from the drop down list. Note that a status change will trigger any workflows associated with the status being changed to. workflows will be triggered with this change of the status

** '''Trigger Workflow''' - workflow selected will be triggered to all records after export.

: Note that '''Update Status''' will be processed first before '''Trigger Workflow''' is triggered.** '''Send Email Notification On Completion''' - ability to email a list of users and or roles that will be emailed the exported file as an attachment.<!--94110 - Report Export - Scheduled Email Subscriptions--> *** '''Email Template''' - select an email template for the emails sent to selected users*** '''Roles''' - send emails to users based on their roles *** '''Select Users''' - select users to send the email to*** '''Attach Exported File in Email''' - option to attach the exported file on to the email sent out. Applicable only when the file is exported to a SmartFolder or a Configuration Folder** '''Send Email Notification When Export Failed''' - select users to send notification to** '''Scheduled Export Status''' *** '''Last Scheduled Exported''' - time and date of the last scheduled export.*** '''Last Run''' - time and date of the last run.*** '''Ad-Hoc Run''' - time and date of the last Ad-Hoc run

 '''Exampleto configure schedule'''

* 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.** Export Every 15th of the month

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Lalaine Songalia

Smartstaff

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