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Exporting Reports

5 bytes added, 20:23, 13 February 2020
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__TOC__
 
== =Export to a File=
==File Extension==
By setting the file extension, you define which program on your computer should be used to process the exported report data. Some common extensions that are useful for exporting data are:
<details>{BREAK} </details>
 
4. The Export XML document opened in Notepad:
 
<details> Peter Jahl 25000 11/05/2003 Herry Lee 55000 27/02/2005 Peter Manlee 75000 12/05/2001 </details>
 
 
==Custom Export Configuration==
* Click the '''Custom Export''' tab (formerly Advanced Export Settings).
<!--56482 - Ability to Sum and Count in report custom export header-->
==Export to 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.
:** On Demand - used when report is linked to an autoloader.
'''At (Start Date)''' - specify time for the scheduled export
:* '''Starting''' - specify the start date for the scheduled export
:* '''Export To''' - select where to export the file
:** '''SFTP'''
:*** '''SmartFolder''' - select the SmartFolder where the files will be pushed
'''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 and time of the last export.
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