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Exporting Reports

22 bytes removed, 13:53, 21 October 2019
Export to SmartFolder or SFTP
* '''Export Type '''- specify the type of export for the scheduled export
: ''Options:''
:* File Export - export file based on settings from [wiki/Exporting_Reports '''File Export'''] tab
:* Custom Export - export file based on settings from [wiki/Custom_Export '''Custom Export''']
* '''Frequency''' - choose the frequency of the export
:* Disabled
:* Daily 
:* Weekly
:* Monthly
:* Quarterly
:* Yearly
:* On Demand - used when report is linked to an autoloader.
* '''At (Start Date)''' - specify time for the scheduled export
* '''Starting''' - specify the start date for the scheduled export
* '''Export To''' - select where to export the file
: '''SFTP'''
:* '''URL''' - enter the url of the sftp site
:* '''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''
: '''Configuration Folder'''
: '''SmartFolder'''
:* '''SmartFolder''' - select the SmartFolder where the files will be pushed
: ''Options:'':** File Export - export file based on settings from [wiki/Exporting_Reports '''File Export'''] tab:** Custom Export - export file based on settings from [wiki/Custom_Export '''Custom Export''']'''Frequency''' - choose the frequency of the export:** Disabled:** Daily :** Weekly:** Monthly:** Quarterly:** Yearly:** On Demand - used when report is linked to an autoloader.'''At (Start Date)''' - specify time for the scheduled export:* '''Starting''' - specify the start date for the scheduled export:* '''Export To''' - select where to export the file:** '''SFTP''':*** '''URL''' - enter the url of the sftp site:*** '''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'''''Configuration Folder''':** '''SmartFolder''':*** '''SmartFolder''' - select the SmartFolder where the files will be pushed'''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.
===Examples===
:* Export Every Monday of the week @ 0900
 
Choose a future date that falls on a Monday for the '''Start Date''', '''Weekly''' for the '''Frequency''' and select the '''Time of Export''' dropdown list.
 
:* Export Every 15th of the month
Choose '''15th''' (future date) for the '''Start Date''' and '''Monthly''' for the '''Frequency''' and select the '''Time of Export''' dropdown list.
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