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Scheduled Report Export

75 bytes added, 20:29, 10 April 2019
Scheduled Export Settings
:::* Quarterly
:::* Yearly
 :: '''At''' - specify time for the scheduled export::* '''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]::* '''Last Exported''' - date of the last export.
===Export via SFTP===
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