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→Configuration - Essentials
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=Overview=
* [[System Administrator]]s 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 [[SmartFolders_Overview|SmartFolder]], or 2.) a sub-directory of a SSH File Transfer Protocol (SFTP) server.
=Configuration- Essentials=
''Scheduled Report Export'' is built using SmartSimple's [[Reports|integrated reporting subsystem]]. The settings for ''scheduled report export'' is available on the '''File Export''' tab of the Edit Reports page.
On the '''Edit Report''' page, go to '''Scheduled Export''' tab.<br />
To configure a scheduled report, the following settings are found from the '''Scheduled Export''' tab:
:* '''SmartFolder''' - Select a [[SmartFolders_Overview|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. '''Example''' * Export Every Monday of the week @ 0900** Choose a future date that falls on a Monday for the '''Start Date''', '''Weekly''' for the '''Frequency''' and select the '''Time of Export''' dropdown list.* Choose '''15th''' (future date) for the '''Start Date''' and '''Monthly''' for the '''Frequency''' and select the '''Time of Export''' dropdown list.** Export Every 15th of the month =Configuration - Advanced= =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
[[Category:Reports]]
