Changes

To configure a scheduled report, the following settings are found from the '''Scheduled Export''' tab of the '''Edit Reports''': [[File:ScheduledExport.PNG|800px]] * '''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::::** 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:'':::::** '''SmartFolderConfiguration Folder'''- Select a Configuration Folder where you would like the file to be saved.:::::: ''** '''SmartFolder''''' - Select a [[SmartFolders_Overview|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.