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Scheduled Report Export

1 byte removed, 20:31, 10 April 2019
→‎Scheduled Export Settings
::* File Export - export file based on settings from [[File_Export|'''File Export''']] tab
::* Custom Export - export file based on settings from [[Custom_Export|'''Custom Export''']]
 :* '''Frequency''' - How often should the report be exported. 
::: ''Options:''
:::* Disabled
:::* Quarterly
:::* Yearly
 
:: '''At''' - specify time for the scheduled export
::* '''Starting''' - specify the start date for the scheduled export
::*** '''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.
=== ===
[[Category:Reports]]
Lalaine Songalia
Smartstaff
1,385
edits
Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/34022’

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