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→Configuration - Essentials
''Scheduled Report Export'' is built using SmartSimple's [[Reports|integrated reporting subsystem]]. The settings for ''scheduled report export'' is available on the '''File Export''' tab of the Edit Reports page.
On the '''Edit Report''' page, go to '''Export''' on the left hand side menu, and then to the '''Scheduled Export''' tab.<br />
[[File:ScheduledExport.PNG|800px]]
* '''At''' - specify time for the scheduled export
* '''Starting''' - specify the start date for the scheduled export
* '''Export toFile Name''' - select where you want to export file name of the file can be specified including stamp date. It is recommended toappend a timestamp. To stamp the date, use [YYYY],[YY],[MM],[DD],[HH],[mm]. i.e. MyExportedReport_[YYYY]-[MM]-[DD].
: ''Options:'':* '''Configuration Folder''' - Select a Configuration Folder where you would like the file to be saved.:* '''SmartFolder''' - Select a [[SmartFolders_Overview|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'''Update Status After Export''' - status of the records will changed to the selected status after export.:** '''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'''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]. 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:* '''Last Exported''' - date of #ff0000;">Settings below are available after the last export 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 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 to selected 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
'''Exampleto 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''' dropdown list.
* Export Every 15th of the month** Choose '''15th''' (future date) for the '''Start Date''' and '''Monthly''' for the '''Frequency''' and select the '''Time of Export''' dropdown list.** Export Every 15th of the month
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