Difference between revisions of "Scheduled Report Export"

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(Configuration)
(Scheduled Export Settings)
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:* '''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 - export file based on setting from [[File_Export:'''File Export''']] tab
+
::* File Export - export file based on setting from [[File_Export|'''File Export''']] tab
 
::* Custom Export
 
::* Custom Export
 
'''Frequency''' - How often should the report be exported.
 
'''Frequency''' - How often should the report be exported.
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::* '''Last Exported''' - Indicates when this report export ran last.
 
::* '''Last Exported''' - Indicates when this report export ran last.
  
:
 
 
===Export via SFTP===
 
===Export via SFTP===
 
::* '''Frequency''' - How often should the report be exported.
 
::* '''Frequency''' - How often should the report be exported.

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 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.