Changes

In case a record set of a * [[System Administrator]]s can schedule report needs export to be stamped on a regular basisrun periodically (daily, weekly, monthly, quarterly, feature it is possible with the '''yearly).* Scheduled Export''' report export can be configured to save the exported export a file to a 1.) a [[SmartFolders_Overview|SmartFolder]]/[[SmartFolders_Overview#Configuration_-_Advanced|Configuration Folder]], or transfer it via or 2.) a sub-directory of a SSH File Transfer Protocol (SFTP) to another server. =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 File left hand side menu, and then to the '''Scheduled Export ''' tab.In [[File:ScheduledExport.PNG|800px]] '''The following settings are found from the <strong>Scheduled Export ''' tab:</strong> * '''Export Type''' - specify the type of export for the following needs scheduled export : ''Options:'':* File Export - export file based on settings from [[Exporting_Reports|'''File 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 setspecified 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.

==* '''Do not export file when no record found  '''-  no file will be exported when this toggle is enabled* '''Export with Linked Reports '''- this feature can be used to SmartFolder==extend the number of columns past the current limit by joining multiple reports. This feature is only available for report exports using File Export format. * '''Activate '''- this toggle should be enabled for scheduled/in demand export.* '''Run Type''' -  choose from the dropdown** '''On Demand '''- used when the report is linked to an autoloader** '''Scheduled '''- choose frequency for scheduled export of this report

: ''Options:'':* Every Day:* Every Week:* Every Month:* Every Year:* Custom * '''Hours''' - specify time for the scheduled export* '''Start Date''' - specify the start date for the scheduled export <span style==Export via SFTP"color: #ff0000;">Settings below are available after the March 2020 upgrade.</span>

* '''FrequencyExport to Folder''' - the file can be exported to ** '''Folder Type''' - How often should select a folder type where the report file will be exportedto.*** '''Export toConfiguration Folder'''*** '''SmartFolder'''** '''Folder''' - Select SFTP in order to transfer - select the subfolder where you would like the file to another serverbe saved.* '''URLExport to SFTP'''** '''Integration Key''' - Enter select an existing integration key from the [[Integration Key Management]] from the URL of dropdown list or click the remote server"+" icon to create a new integration key.** '''UsernameSFTP Folder Path''' - Used for authentication on sftp folder location where the remote serverfiles will be pushed i.e./in or /out or /Payments/inbound* '''PasswordEncryption ''' - Used for authentication on the remote serverexported file from this report can now be encrypted by adding the PGP Encryption Key** '''PGP Encryption Key''' - select the key from the dropdown.If the keys are not added, you can add it** '''PathEncrypt file exported to selected folder''' - Default path on  enable if you want the remote server file sent to the SmartFolder/Configuration Folder to be encrypted** '''Encrypt file exported to transfer SFTP '''- enable if you want the file sent to the SFTP to be encrypted * '''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** '''Start DateTrigger Workflow''' - The file workflow selected will be triggered to all records after export .Note that '''Update Status''' will start from be processed first before '''Trigger Workflow''' is triggered.* '''Link Report Export''' - select another report that you want to link to this report to be processed after this datereport has been processed. * '''Time 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''' - The select users to send the email to** '''Attach Exported File in Email''' - option to attach the exported file export will happen at this hour and minuteon 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** '''Users''' - select users you want to send failed notification to* '''Scheduled Export Status'''** '''Last Scheduled Exported''' - Indicates when this report time and date of the last scheduled export ran .** '''Last Run''' - time and date of the last run.** '''Ad-Hoc Run''' - time and date of the lastAd-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''' 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.