Difference between revisions of "Scheduled Report Export"

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(Scheduled Export Settings)
(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 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.
+
:* '''Frequency''' - How often should the report be exported.
::: ''Options:''
+
:: ''Options:''
::::* Disabled
+
:::* Disabled
::::* Daily
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:::* Daily
::::* Weekly
+
:::* Weekly
::::* Monthly
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:::* Monthly
::::* Quarterly
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:::* Quarterly
::::* Yearly
+
:::* Yearly
 
+
:* '''At''' - specify time for the scheduled export
::: '''At''' - specify time for the scheduled export
+
:* '''Starting''' - specify the start date for the scheduled export
:::* '''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:''
:::: ''Options:''
+
:::* '''SmartFolder'''
::::* '''SmartFolder'''
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:::: '''''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'''
::::* '''sftp'''
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:::: '''URL''' - enter the url of the sftp site i.e. ''34.234.21.159'' or my.sftp.com or my.sftp.com:2222
::::* '''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
::::* '''Username''' - username to allow access to the sftp
+
:::: '''Password''' - password 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
::::* '''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.
::: '''Update Status After Export''' - status of the records will changed to the selected status 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]
:::* '''Trigger Workflow After Export''' - workflow selected will be triggered to all records after export.
+
:* '''Last Exported''' - date of the last 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 16:45, 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
  • 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
  • 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.