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Scheduled Report Export

615 bytes added, 21:08, 13 February 2020
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:* '''Configuration Folder''' - Select a Configuration Folder where you would like the file to be saved.
:* '''SmartFolder''' - Select a [[SmartFolders_Overview|SmartFolder]] where you would like the file to be saved.
:* '''sftp''' :** '''URL''' - enter the url of the sftp site i.e. ''34.234.21.159'' or my.sftp.com or my.sftp.com:2222:** '''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 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.** Export Every 15th of the month
=Configuration - Advanced=
 
 
=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.
:* No option for '''Custom Export'''  is currently available
 
 
[[Category:Reports]]
Lalaine Songalia
Smartstaff
1,385
edits
Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/37367’

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