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→Configuration
=Configuration=
''Scheduled Report Export'' is built using SmartSimple's [[Reports|integrated reporting subsystem]]. The settings for ''scheduled report export'' is available on the ''Custom Export'' or ''Scheduled Export'' tab of the Edit Reports page.
On the '''Edit Report''' page, go to '''Scheduled Export''' tab.<br /><br />
:::* 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]
::::* '''Last Exported''' - date of the last export.
:::
=== ===
[[Category:Reports]]
