Scheduled Report Export

Overview

In case a record set of a report needs to be stamped on a regular basis, it is possible with the Scheduled Export feature to save the exported file to a SmartFolder, or transfer it via SSH File Transfer Protocol (SFTP) to another server.

Configuration

On the Edit Report page, go to the File Export tab.
Depending on whether the file is saved to a SmartFolder or sent via SFTP, in the Scheduled Export section the following needs to be set.

Export to SmartFolder

• Frequency - How often should the report be exported.

Options:

• Disabled
• Daily
• Weekly
• Monthly

• Export to - Select SmartFolder in order to save the file there.
• SmartFolder - Look up the SmartFolder, where you would like the files to be saved.
• Start Date - The file export will start from this date.
• Time of Export - The file export will happen at this hour and minute.
• Last Exported - Indicates when this report export ran last.

Export via SFTP

• Frequency - How often should the report be exported.

Options:

• Disabled
• Daily
• Weekly
• Monthly

• Export to - Select SFTP in order to transfer the file to another server.
• URL - Enter the URL of the remote server.
• Username - Used for authentication on the remote server.
• Password - Used for authentication on the remote server.
• Path - Default path on the remote server to transfer the file to.
• Start Date - The file export will start from this date.
• Time of Export - The file export will happen at this hour and minute.
• Last Exported - Indicates when this report export ran last.