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Scheduled Report Export

4 bytes added, 21:10, 16 September 2019
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=Configuration=
''Scheduled Report Export'' is built using SmartSimple's [[Reports|integrated reporting subsystem]]. The settings for ''scheduled report export'' is available on the '''File Export''' tab of the Edit Reports page.<br />
===Scheduled Export===
:* Quarterly
:* Yearly
:* On Demand
* '''At''' - specify time for the scheduled export
:** '''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]]
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