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Scheduled Report Export

5 bytes added, 20:11, 10 June 2019

→‎Scheduled Export

===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:

: ''Options:''

:* File Export - export file based on settings from [[File_ExportExporting_Reports|'''File Export''']] tab

:* Custom Export - export file based on settings from [[Custom_Export|'''Custom Export''']]

:** '''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. 

[[Category:Reports]]

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Lalaine Songalia

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