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Scheduled Report Export

3 bytes removed, 20:36, 10 April 2019
Scheduled Export Settings
===Scheduled Export Settings===
:* '''Export Type''' - specify the type of export for the scheduled export
::: ''Options:''
::* 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
:::* 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.
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