How To: Add Schedule to an Export

Highlight an Export to Schedule.

Click .

 

The following page will be displayed.

·        Export Code: The code of the Export that was chosen.

·        User Name: Auto populated. The name of the user who set the Schedule.

·        Schedule Type and Repeat Interval:

Schedule Type

Repeat Interval Type

Intra-day is multiple times a day

set by minutes
(15, 30, 60, 120, 240, or 720 minutes)

Daily is once every given number of days

set by number of days
(1 up to 15 days)

Weekly is once every set number of weeks

set by number of weeks
(every 1-8 week(s))

and

what day of the week
(Monday, Tuesday, Wednesday, Tuesday, Friday, Saturday, Sunday)

 

Monthly is once every given number on months

set by a day of the month,
(1-30 date of the Month)

or

first-fifth day
(Monday, Tuesday, Wednesday, Tuesday, Friday, Saturday, Sunday) of the month

and

which month(s) of the year
(January, February, March, April, May, June, July, August, September, October, November, December.)

·        Start:

o   Date: what day the report will start running

o   Time: when in the day the report will run

 

Once all Import information is correct, Click Save.

 

(Options from this page)

Change User

Will change the User Name on the Schedule for the Export. Must have the User Name and Password of the other User.

Save

Will save the Schedule for the Export.

Cancel

Will not create a Schedule for the Export.

 

 

Related Topics

Export Payments

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