Difference between revisions of "Scheduled Report Export"
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===Scheduled Export Settings=== | ===Scheduled Export Settings=== | ||
:* '''Export Type''' - specify the type of export for the scheduled export | :* '''Export Type''' - specify the type of export for the scheduled export | ||
| − | ::''Options:'' | + | :: ''Options:'' |
| − | ::* 'File Export' | + | ::* File Export - export file based on setting from [[File_Export:'''File Export''']] tab |
| − | ::* | + | ::* Custom Export |
| − | + | '''Frequency''' - How often should the report be exported. | |
''Options:'' | ''Options:'' | ||
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::* Disabled | ::* Disabled | ||
::* Daily | ::* Daily | ||
::* Weekly | ::* Weekly | ||
::* Monthly | ::* Monthly | ||
| − | ::* '''Export to''' - Select | + | ::* '''Export to''' - Select SmartFolder in order to save the file there. |
| − | ::* ''' | + | ::* '''SmartFolder''' - Look up the SmartFolder, where you would like the files to be saved. |
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::* '''Start Date''' - The file export will start from this date. | ::* '''Start Date''' - The file export will start from this date. | ||
::* '''Time of Export''' - The file export will happen at this hour and minute. | ::* '''Time of Export''' - The file export will happen at this hour and minute. | ||
::* '''Last Exported''' - Indicates when this report export ran last. | ::* '''Last Exported''' - Indicates when this report export ran last. | ||
| + | : | ||
| + | ===Export via SFTP=== | ||
| + | ::* '''Frequency''' - How often should the report be exported. | ||
| + | ::: ''Options:'' | ||
| + | :::* Disabled | ||
| + | :::* Daily | ||
| + | :::* Weekly | ||
| + | :::* Monthly | ||
| + | :::* '''Export to''' - Select SFTP in order to transfer the file to another server. | ||
| + | :::* '''URL''' - Enter the URL of the remote server. | ||
| + | :::* '''Username''' - Used for authentication on the remote server. | ||
| + | :::* '''Password''' - Used for authentication on the remote server. | ||
| + | :::* '''Path''' - Default path on the remote server to transfer the file to. | ||
| + | :::* '''Start Date''' - The file export will start from this date. | ||
| + | :::* '''Time of Export''' - The file export will happen at this hour and minute. | ||
| + | :::* '''Last Exported''' - Indicates when this report export ran last. | ||
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| + | : | ||
[[Category:Reports]] | [[Category:Reports]] | ||
Revision as of 16:06, 10 April 2019
Overview
A report can be exported based on a schedule specified in the Report Settings. Scheduled Export feature will export a file from the report to 1.) a SmartFolder, or 2.) a sub-directory of a SSH File Transfer Protocol (SFTP) server.
Configuration
On the Edit Report page, go to Scheduled Export tab.
Scheduled Export Settings
- Export Type - specify the type of export for the scheduled export
- Options:
- File Export - export file based on setting from File_Export:'''File Export''' tab
- Custom Export
Frequency - How often should the report be exported. Options:
- Disabled
- Daily
- Weekly
- Monthly
- Export to - Select SmartFolder in order to save the file there.
- SmartFolder - Look up the SmartFolder, where you would like the files to be saved.
- Start Date - The file export will start from this date.
- Time of Export - The file export will happen at this hour and minute.
- Last Exported - Indicates when this report export ran last.
Export via SFTP
- Frequency - How often should the report be exported.
- Options:
- Disabled
- Daily
- Weekly
- Monthly
- Export to - Select SFTP in order to transfer the file to another server.
- URL - Enter the URL of the remote server.
- Username - Used for authentication on the remote server.
- Password - Used for authentication on the remote server.
- Path - Default path on the remote server to transfer the file to.
- Start Date - The file export will start from this date.
- Time of Export - The file export will happen at this hour and minute.
- Last Exported - Indicates when this report export ran last.
