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Scheduled Report Export

828 bytes added, 20:25, 10 April 2019
Scheduled Export Settings
:* '''Export Type''' - specify the type of export for the scheduled export
:: ''Options:''
::* File Export - export file based on setting settings from [[File_Export|'''File Export''']] tab::* Custom Export- export file based on settings from [[Custom_Export|'''Custom Export''']]:*'''Frequency''' - How often should the report be exported.:: ''Options:''
::* Disabled
::* Daily
::* Weekly
::* Monthly
::* Quarterly::* Yearly:* '''Starting''' - specify the start date for the scheduled export::* '''Export to''' - Select SmartFolder in order select where you want to save export the file there.to :: ''Options:''::* SmartFolder :::* '''SmartFolder''' - Look up the Select a SmartFolder, where you would like the files file to be saved.::* sftp :::* '''URL''' - enter the url of the sftp site i.e. ''34.234.21.159'' or mft.myurl.com:2222 or sftp.myurl.com:::* '''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::* '''Start DateUpdate Status After Export''' - The file status of the records will changed to the selected status after export .::* '''Trigger Workflow After Export''' - workflow selected will start from this datebe triggered to all records after export.::* '''Time of ExportFile Name''' - The file export will happen at this hour and minutename 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]::* '''Last Exported''' - Indicates when this report date of the last export ran last.
===Export via SFTP===
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