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

Frequency - How often should the report be exported.

Options:

• Disabled
• Daily
• Weekly
• Monthly
• Quarterly
• Yearly

Starting - specify the start date for the scheduled export

• Export to - select where you want to export the file to

Options:

• SmartFolder
  • SmartFolder - Select a 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 mft.myurl.com:2222 or sftp.myurl.com
  • 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.

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.