Changes

* Scheduled report export can be configured to export a file to 1.) a [[SmartFolders_Overview|SmartFolder]]/[[SmartFolders_Overview#Configuration_-_Advanced|Configuration Folder]], or 2.) a sub-directory of a SSH File Transfer Protocol (SFTP) server.

'''Scheduled Export'''On the '''Edit Report''' page, go to to '''Scheduled Export''' tab.<br />To configure a scheduled reporton the left hand side menu, the following settings are found from and then to the '''Scheduled Export''' tab:.

:* Custom Export - export file based on settings from [[Custom_Export|'''Custom Export''']]tab

* '''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]. : Note that the file extension should not be included in this section i.e. '''PaymentDetails_[YYYY]-[MM]_[DD] '''  and NOT "PaymentDetails_[YYYY]-[MM]_[DD].csv"  The extension of the file should be specified in the a.) ''Export Format'' dropdown in the [[Exporting_Reports|'''File Export''']] tab  for standard File Export or b.) ''File Extension'' textbox in the [[Custom_Export|'''Custom Export''']] tab for custom export reports.<span style="color: #ff0000;">Settings below are available after the March 2020 upgrade.</span> * '''Export to Folder''' - the file can be exported to ** '''Folder Type''' - select a folder type where the file will be exported to.*** '''Configuration Folder'''*** '''SmartFolder'''** '''Folder''' - - select the subfolder where you want would like the file to be saved.* '''Export to sftp'''** '''Integration Key''' - select an existing integration key from the [[Integration Key Management]] from the dropdown list or click the "+" icon to create a new integration key.** '''Path''' - sftp folder location where the files will be pushed i.e. /in or /out or /Payments/inbound* '''Process On Every Record After Export'''** '''Update Status''' - updates the status of every record in the report to the selected status from the drop down list. Note that a status change will trigger any workflows associated with the status being changed to. workflows will be triggered with this change of the status** '''Trigger Workflow''' - workflow selected will be triggered to all records after export .Note that '''Update Status''' will be processed first before '''Trigger Workflow''' is triggered.** '''Send Email Notification On Completion''' - ability to email a list of users and or roles that will be emailed the exported file as an attachment.<!--94110 - Report Export - Scheduled Email Subscriptions-->*** '''Email Template''' - select an email template for the emails sent toselected users*** '''Roles''' - send emails to users based on their roles*** '''Select Users''' - select users to send the email to*** '''Attach Exported File in Email''' - option to attach the exported file on to the email sent out. Applicable only when the file is exported to a SmartFolder or a Configuration Folder** '''Send Email Notification When Export Failed''' - select users to send notification to** '''Scheduled Export Status'''*** '''Last Scheduled Exported''' - time and date of the last scheduled export.*** '''Last Run''' - time and date of the last run.*** '''Ad-Hoc Run''' - time and date of the last Ad-Hoc run '''Example to configure schedule'''

: * Export Every Monday of the week @ 0900** Choose a future date that falls on a Monday for the '''Start Date''', '''Weekly''' for the '''Frequency''' and select the '''Time of Export'Options:''dropdown list.* Export Every 15th of the month:* * Choose '''15th'Configuration Folder'' (future date) for the '''Start Date''' and '''Monthly''' for the '''Frequency''' and select the '''Time of Export''' dropdown list. =History Log=<!--85662 - Select Enhancement2 to the scheduled export from a Configuration Folder where you would like the report--><!--106718 - Log file to be savedsize for Payments Integration - add Scheduled report history--><span style="color: #ff0000;">Available after March 2020 upgrade.</span> <br/>A new feature that shows history information tab. [[Image:ReportExportHistoryLog.PNG]]* '''SmartFolder#''' - item number* '''File'''  - Select a [[SmartFolders_Overview|SmartFolder]] where you would like filename of the exported file to be saved.:* '''sftpFile Size''' - file size of the exported file in kb.:** '''URLFile Export'''  - enter the url status of the sftp site i.eexported file. ** '''''Success''''' - the file was successfully exported** '''''SFTP Failed'''34.234.21.159'' or my.sftp.com or my. - file was not exported to the sftp.com:2222:** '''Username''Save to Folder Failed''' '' - username to allow access file was not exported to the sftp[[SmartFolders_Overview|SmartFolder]]/[[SmartFolders_Overview#Configuration_-_Advanced|Configuration Folder]]:** '''Password''Saved to Folder; SFTP Failed'''''  - password file was exported to allow access the [[SmartFolders_Overview|SmartFolder]]/[[SmartFolders_Overview#Configuration_-_Advanced|Configuration Folder]] but was not sent to the sftp:** '''Path''Save to Folder Failed; SFTP Failed'''''  - file was not exported to the sftp folder location where the files will be pushed i.e. and to [[SmartFolders_Overview|SmartFolder]]/in or [[SmartFolders_Overview#Configuration_-_Advanced|Configuration Folder]]** '''''Empty Report; No File Created''''' - file was created w/out o any records or no file was created** '''''Saved to Folder Failed; SFTP Sent''''' - file was exported to the sftp but was not sent to the [[SmartFolders_Overview|SmartFolder]]/Payments/inbound[[SmartFolders_Overview#Configuration_-_Advanced|Configuration Folder]]* '''Start Time''' - date and time the file was processed for export* '''End Time''' - date and time the file export was completed* '''Update Status After Export'''  - status of the records will changed to the selected status after scheduled report export.** '''''Started''Trigger Workflow After Export'''  - workflow selected will be triggered to all records after export.when the file is being created** ''''Export File Name'Completed'''''  - the file name of was exported** '''''Failed''''' - the file can failed to be specified including stamp dateexported** '''''Interrupted''''' - the process was terminated i. It is recommended to append a timestampe. To stamp the date, use [YYYY],[YYWhat_Is_Gort%3F|GORT],[MM],[DD],[HH],[mm]. was terminated abruptly (someone restarted the server)* '''Run By''' - name of the user who uploaded the file* '''Error''' - displays error i.e. MyExportedReport_[YYYY]-[MM]-[DD]sftp error:#Error: Permission denied:* '''Last ExportedProcess ID'''  - date unique identifier of the last export.process

=Troubleshooting=:* This won't work for reports that have any criteria, or reports with any other variables that require a user session or user input - for instance, the setting that allows you to select a template from a SmartFolder before exporting. Reports violating these will either not be exported, or have no data when exported, or maybe some other unpredictable result.:* To reset/change the schedule, ''Example'Disabled''' the '''Frequency''' then save it. This will delete the current setting configurations from the database. Then, enter new schedule settings and save.