Scheduled Report Export

Overview

• System Administrators can schedule report export to run periodically (daily, weekly, monthly, quarterly, yearly).
• Scheduled report export can be configured to export a file 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

• At - specify time for the scheduled export
• 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 my.sftp.com or my.sftp.com:2222

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.