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.

:* DisabledEvery Day:* DailyEvery Week:* WeeklyEvery Month:* MonthlyEvery Year:* QuarterlyCustom * '''Hours''' - specify time for the scheduled export* '''Start Date''' - specify the start date for the scheduled export <span style="color:#ff0000;">Settings below are available after the March 2020 upgrade.</span> * Yearly'''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.** '''SFTP Folder Path''' - sftp folder location where the files will be pushed i.e. /in or /out or /Payments/inbound* '''Encryption '''- the exported 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** '''Encrypt file exported to selected folder''' - enable if you want the file sent to the SmartFolder/Configuration Folder to be encrypted** '''Encrypt file exported to SFTP '''- enable if you want the file sent to the SFTP to be encrypted :* '''Process On Demand Every Record After Export'''** '''Update Status''' - used when 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 linked triggered.* '''Link Report Export''' - select another report that you want to link to this report to be processed after this report has been processed. * '''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 autoloaderemail 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** '''Users''' - select users you want to send failed 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 '''AtStart Date''', '''Weekly''' - specify time for the scheduled export'''Frequency''' and select the '''Time of Export''' dropdown list.* Export Every 15th of the month** Choose '''Starting15th''' - specify (future date) for the start date '''Start Date''' and '''Monthly''' for the scheduled export* '''Export toFrequency''' - and select where you want to export the file to'''Time of Export''' dropdown list.

=History Log=<!--85662 - Enhancement2 to the scheduled export from a report--><!--106718 - Log file size 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]]* '''#'Options:'' - item number:* '''Configuration FolderFile'''  - Select a Configuration Folder where you would like filename of the exported file to be saved.:* '''SmartFolderFile Size'''  - Select a [[SmartFolders_Overview|SmartFolder]] where you would like file size of the exported file to be savedin kb.:* '''sftpFile Export''' - status of the exported file.:** '''URL''Success' '''' - enter the url of file was successfully exported** '''''SFTP Failed''''' - file was not exported to the sftp site i.e. ** '''''Save to Folder Failed'''34.234.21.159'' or my.sftp.com or my.sftp.com:2222 - file was not exported to the [[SmartFolders_Overview|SmartFolder]]/[[SmartFolders_Overview#Configuration_-_Advanced|Configuration Folder]]:** '''Username''Saved to Folder; SFTP Failed'''' ' - username file was exported to allow access the [[SmartFolders_Overview|SmartFolder]]/[[SmartFolders_Overview#Configuration_-_Advanced|Configuration Folder]] but was not sent to the sftp:** '''Password''Save to Folder Failed; SFTP Failed'''''  - password to allow access file was not exported to the sftpand to [[SmartFolders_Overview|SmartFolder]]/[[SmartFolders_Overview#Configuration_-_Advanced|Configuration Folder]]** '''''Empty Report; No File Created''''' - file was created w/o any records or no file was created:** '''Path''Saved to Folder Failed; SFTP Sent' '''' - file was exported to the sftp folder location where but was not sent to the files will be pushed i.e. [[SmartFolders_Overview|SmartFolder]]/in or /out or /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.