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Exporting Reports

12 bytes removed, 14:02, 21 October 2019
Export to SmartFolder or SFTP
:* 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
* '''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 and time 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.
:* 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.===Troubleshooting===
===Troubleshooting===
:* This won't work for reports that have any criteria, or reports with any other variables that require a user session or user input - for instance, the setting that allows you to select a template from a SmartFolder before exporting. Reports violating these will either not be exported, or have no data when exported, or maybe some other unpredictable result.
:* To reset/change the schedule, '''Disabled''' the '''Frequency''' then save it. This will delete the current setting configurations from the database. Then, enter new schedule settings and save.
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