Scheduled Report Export

Overview

A report can be exported based on a schedule specified in the Report Settings. Scheduled Export feature will export a file from the report to 1.) a SmartFolder, or 2.) a sub-directory of a SSH File Transfer Protocol (SFTP) server.

Configuration

On the Edit Report page, go to Scheduled Export tab.

Scheduled Export Settings

• Export Type - specify the type of export for the scheduled export

Options:

• File Export - export file based on setting from File Export tab
• Custom Export

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.