Changes

Exporting Reports

486 bytes added, 13:48, 21 October 2019
Export to SmartFolder or SFTP
[[Image:ExportReport-1.PNG|500px]]
 
* '''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
** 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'''
*** '''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
* '''Start DateUpdate Status After Export'''  - will determine when status of the first export records will take place. It is advisable changed to put a future date as the start dateselected status after export.* '''Time of Trigger Workflow After Export'''  - workflow selected will determine the time of the day when be triggered to all records after export will happen.* '''Last ExportedExport File Name'''  - date when the last export was  The filename format file name of the exported file can be specified including stamp date. It is '''recommended to append a timestamp. To stamp the date, use [YYYY],[filenameYY]_,[reportidMM]_,[yyyMMddDD].,[extHH]'''If no filename was configured, the default filename is '''Book'''[mm]. i.e.MyExportedReport_[YYYY]-[MM]-[DD] To change the filename, go to * '''FILE EXPORTLast Exported''' tab, add  - date of the filename under '''Export File Name'''last export.
===Examples===
Smartstaff
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