Difference between revisions of "Scheduled Report Export"
From SmartWiki
(→Scheduled Export Settings) |
(→Scheduled Export Settings) |
||
| Line 8: | Line 8: | ||
:* '''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 | + | ::* File Export - export file based on settings from [[File_Export|'''File Export''']] tab |
| − | ::* Custom Export | + | ::* Custom Export - export file based on settings from [[Custom_Export|'''Custom Export''']] |
| − | '''Frequency''' - How often should the report be exported. | + | :*'''Frequency''' - How often should the report be exported. |
| − | ''Options:'' | + | :: ''Options:'' |
::* Disabled | ::* Disabled | ||
::* Daily | ::* Daily | ||
::* Weekly | ::* Weekly | ||
::* Monthly | ::* Monthly | ||
| − | ::* '''Export to''' - | + | ::* Quarterly |
| − | ::* '''SmartFolder''' - | + | ::* Yearly |
| − | ::* ''' | + | :* '''Starting''' - specify the start date for the scheduled export |
| − | ::* ''' | + | ::* '''Export to''' - select where you want to export the file to |
| − | ::* '''Last Exported''' - | + | :: ''Options:'' |
| + | ::* SmartFolder | ||
| + | :::* '''SmartFolder''' - Select a 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 mft.myurl.com:2222 or sftp.myurl.com | ||
| + | :::* '''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. | ||
===Export via SFTP=== | ===Export via SFTP=== | ||
Revision as of 16:25, 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 settings from File Export tab
- Custom Export - export file based on settings from Custom Export
- Frequency - How often should the report be exported.
- Options:
- Disabled
- Daily
- Weekly
- Monthly
- Quarterly
- Yearly
- Starting - specify the start date for the scheduled export
- Export to - select where you want to export the file to
- Options:
- SmartFolder
- SmartFolder - Select a 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 mft.myurl.com:2222 or sftp.myurl.com
- 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.
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.
