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Scheduled Report Export

417 bytes added, 21:01, 13 February 2020
Configuration - Essentials
:** '''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.
 
'''Example'''
 
:*
:*:* 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.
=Configuration - Advanced=
[[Category:Reports]]
Smartstaff
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