Smartstaff
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→Export to specified SmartFolder or SFTP
==Export to specified SmartFolder or SFTP==A report can now be automated to export to a SmartFolder or an external SFTP site. You can now schedule a recurring task on a daily, weekly, or monthly basis to automatically run a report and export the contents. The file will be exported based the normal ''File Export''' and no option for '''Custom Export''' is currently available.
The filename format of the exported file is '''[filename]_[reportid]_[yyyMMdd].[ext]''' If no filename was configured, the default filename is '''Book'''.
To change the filename, go to '''FILE EXPORT''' tab, add the filename under '''Export File Name'''.
# Export Every 15th of the month
Choose '''15th''' (future date) for the '''Start Date''' and '''Monthly''' for the '''Frequency''' and select the '''Time of Export''' dropdown list.
===Troubleshooting===
* This won't work for reports that have any criteria, or reports with any other variables that require a user session or user input - for instance, the setting that allows you to select a template from a SmartFolder before exporting. Reports violating these will either not be exported, or have no data when exported, or maybe some other unpredictable result.
* To reset/change the schedule, '''Disabled''' the '''Frequency''' then save it. This will delete the current setting configurations from the database. Then, enter new schedule settings and save.
* No option for '''Custom Export''' is currently available
