Changes

==Custom Export Configuration ==* Click the '''Custom Export''' tab (formerly Advanced Export Settings). The '''Custom Export''' window is displayed. [[Image:Reps200.png]] This window consists of the following settings: * '''Header''' - Static or variables that you need to display at the top of the export file.* '''Fields''' - A list of fields taken from the report that is being used to create the report. In addition, you can select two special settings – {tab} – used to add a tab character to the specification and {break} – used to add a line feed to the specification.* '''Detail''' - You construct the actual record layout for the specification in this area. This section can consist of multiple lines.* '''Footer''' - Static or variables that you need to display at the bottom of the export file.* '''File Extension''' - The extension that you wish to associate with the export specifications. By setting this value to any valid Windows file extension, the appropriate [[Application|application]] will be launched when the data is exported.  Other settings: * '''Delimiter''' - tab character ('''''{TAB}'''''), comma, semi-colon, colon* '''Line breaks''' - use either a UNIX line break ('''''{LINEFEED}''''')  or a Windows line break ('''''{BREAK}''''')<!--56598 - Create custom export with UNIX breaks-->* '''Aggregate Functions in Header or Footer'''** '''COUNT''' - count the total rows per report. '''''@COUNT('''''column_name''''')@'''''** '''SUM''' - sum of a column in the report. '''''@SUM('''''column_name''''')@ '''''<!--56482 - Ability to Sum and Count in report custom export header--> 

:* '''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 and time of the last export.:*  

:* :*:* 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.

:* 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.:* No option for '''Custom Export'''  is currently available

:** [[Exporting List View Results to Microsoft Excel]]:** [[Report Variables]]:** [[Exporting Reports with Special Characters to Excel]]:** [[Exporting Multiple Lines Text Fields to HTML]]:** [[Using ReportProperty with a Word Merge Document]]