Changes

:* DisabledEvery Day:* DailyEvery Week:* WeeklyEvery Month:* MonthlyEvery Year:* Quarterly:* Yearly:* On Demand - used when report is linked to an autoloader.Custom

* '''AtHours''' - specify time for the scheduled export* '''StartingStart Date''' - specify the start date for the scheduled 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: #ff0000;">Available Settings below are available after the March 2020 upgrade.</span>

* '''Export toFolder''' - the file can be exported to ** '''Folder Type''' - select a folder type where you want to export the file will be exported to.*** '''Configuration Folder''': *** '''SmartFolder'Options:'':** '''Configuration Folder''' - Select a Configuration Folder - select the subfolder where you would like the file to be saved.:* '''SmartFolderExport to SFTP'''** '''Integration Key''' - Select a select an existing integration key from the [[SmartFolders_Overview|SmartFolderIntegration Key Management]] from the dropdown list or click the "+" icon to create a new integration key.** '''SFTP Folder Path''' - sftp folder location where you would like the file to files will be savedpushed i.e./in or /out or /Payments/inbound:* '''sftpEncryption '''- the exported file from this report can now be encrypted by adding the PGP Encryption Key:** '''URLPGP Encryption Key''' - enter select the url of key from the sftp site i.edropdown. 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 Every Record After Export'34.234.21.159'' or my.sftp.com or my.sftp.com:2222** '''Update Status After Export''' - updates the status of every record in the records 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 status will be triggered to all records after export.:Note that '''Update Status''' will 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 report has been processed. * '''UsernameSend Email Notification On Completion''' - username ability to allow access 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 the sftpselected users:** '''PasswordRoles''' - password send emails to allow access users based on their roles** '''Select Users''' - select users to send the sftpemail to:** '''PathAttach Exported File in Email''' - sftp folder location where option to attach the exported file on to the files will be pushed iemail sent out.e. /in Applicable only when the file is exported to a SmartFolder or /out or /Payments/inbounda Configuration Folder* '''Trigger Workflow After Send Email Notification When ExportFailed''' - select users to send notification to** '''Users''' - workflow selected will be triggered select users you want to send failed notification to all records after * '''Scheduled Export Status'''** '''Last Scheduled Exported''' - time and date of the last scheduled export.** '''Last ExportedRun''' - time and date of the last export run.** '''Ad-Hoc Run''' - time and date of the last Ad-Hoc run

'''Exampleto configure schedule'''

* 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