::* 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 ::* '''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 my.sftp.com or my.sftp.com:2222:::** '''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]
