Difference between revisions of "Scheduled Report Export"
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(→Scheduled Export Settings) |
(→Scheduled Export Settings) |
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::::* Quarterly | ::::* Quarterly | ||
::::* Yearly | ::::* Yearly | ||
| − | :: | + | |
| − | ::* '''Starting''' - specify the start date for the scheduled export | + | ::: '''At''' - specify time for the scheduled export |
| − | ::* '''Export to''' - select where you want to export the file to | + | :::* '''Starting''' - specify the start date for the scheduled export |
| − | ::: ''Options:'' | + | :::* '''Export to''' - select where you want to export the file to |
| − | :::* '''SmartFolder''' | + | :::: ''Options:'' |
| − | :::** '''''SmartFolder''''' - Select a SmartFolder where you would like the file to be saved. | + | ::::* '''SmartFolder''' |
| − | ::* '''sftp''' | + | ::::** '''''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 my.sftp.com or my.sftp.com:2222 |
| − | :: | + | ::::* '''Username''' - username to allow access to the sftp |
| − | :: | + | ::::* '''Password''' - password to allow access to the sftp |
| − | : '''Update Status After Export''' - status of the records will changed to the selected status after export. | + | ::::* '''Path''' - sftp folder location where the files will be pushed i.e. /in or /out or /Payments/inbound |
| − | :* '''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] | + | ::: '''Update Status After Export''' - status of the records will changed to the selected status after export. |
| − | :* '''Last Exported''' - date of the last 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. | ||
=== === | === === | ||
[[Category:Reports]] | [[Category:Reports]] | ||
Revision as of 16:42, 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:
- At - specify time for the scheduled export
- 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 my.sftp.com or my.sftp.com:2222
- 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
- SmartFolder
- At - specify time for the scheduled export
- 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.
- Update Status After Export - status of the records will changed to the selected status after export.
