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Scheduled Report Export

9 bytes removed, 20:26, 10 April 2019
Scheduled Export Settings
::* File Export - export file based on 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 where you want to export the file to :: ''Options:'':::* SmartFolder :::** '''SmartFolder''' - Select a SmartFolder where you would like the 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::* '''Update Status After Export''' - status of the records will changed to the selected status after export.
::* '''Trigger Workflow After Export''' - workflow selected will be triggered to all records after 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]
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