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→Scheduled Export
[[File:ScheduledExport.PNG|800px]]
*'''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:* File Export - export file based on settings from [[File_Export|'''File Export''']] tabMonthly:*Quarterly:* Custom Export - export file based on settings from [[Custom_Export|'''Custom Export''']]Yearly
* '''Starting''' - specify the start date for the scheduled export
* '''Export to''' - select where you want to export the file to
: ''Options:'':** '''Configuration Folder''' - Select a Configuration Folder where you would like the file to be saved.:** '''SmartFolder''' - Select a [[SmartFolders_Overview|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]]