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Scheduled Report Export

410 bytes added, 15:59, 14 February 2020
Configuration - Advanced
:* '''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'''Update Status After Export''' - status of the records will changed to the selected status after export.::** '''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].  Note that the file extension should not be included in this section i.e. '''PaymentDetails_[YYYY]-[MM]_[DD] '''  and NOT "PaymentDetails_[YYYY]-[MM]_[DD].csv"  The extension of the file should be specified in the a.) ''Export Format'' dropdown in the [[Exporting_Reports|'''File Export''']] tab  for standard File Export or b.) ''File Extension'' textbox in the [[Custom_Export|'''Custom Export''']] tab for custom export reports:* '''Last Exported''' - date of the last export.
* 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=
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