Changes

Scheduled Report Export

70 bytes added, 19:54, 19 February 2020
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* '''Starting''' - 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 after March 2020 upgrade.</span>
* '''Export to''' - select where you want to export the file to
:** '''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.
:* '''Last Exported''' - date of the last export .
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