Difference between revisions of "Scheduled Report Export"
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::* File Export - export file based on settings from [[File_Export|'''File Export''']] tab | ::* File Export - export file based on settings from [[File_Export|'''File Export''']] tab | ||
::* Custom Export - export file based on settings from [[Custom_Export|'''Custom Export''']] | ::* Custom Export - export file based on settings from [[Custom_Export|'''Custom Export''']] | ||
| − | + | '''Frequency''' - How often should the report be exported. | |
| − | :: ''Options:'' | + | ::: ''Options:'' |
| − | ::* Disabled | + | :::* Disabled |
| − | ::* Daily | + | :::* Daily |
| − | ::* Weekly | + | :::* Weekly |
| − | ::* Monthly | + | :::* Monthly |
| − | ::* Quarterly | + | :::* Quarterly |
| − | ::* Yearly | + | :::* Yearly |
| − | + | '''Starting''' - specify the start date for the scheduled export | |
| − | ::* '''Export to''' - select where you want to export the file to | + | ::* '''Export to''' - select where you want to export the file to |
| − | + | ''Options:'' | |
| − | ::* SmartFolder | + | :::* SmartFolder |
| − | :::* '''SmartFolder''' - Select a SmartFolder where you would like the file to be saved. | + | :::** '''SmartFolder''' - Select a SmartFolder where you would like the file to be saved. |
| − | + | sftp | |
| − | :::* '''URL''' | + | :::** '''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''' - username to allow access to the sftp |
| − | :::* '''Password''' | + | :::** '''Password''' - password to allow access to the sftp |
| − | :::* '''Path''' | + | :::** '''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. | ::* '''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] | ::* '''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] | ||
Revision as of 16:26, 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
- Options:
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.
- SmartFolder
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.
