Difference between revisions of "M4 Aggregates Auto Export"

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[[File:Auto export.png]]
[[File:Auto export.png]]
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===General===
==General==
 
*'''Name''' - Choose a form Name.
*'''Name''' - Choose a form Name.
*'''Export active From''' - Auto - emails for Aggregate Template start time.
*'''Export active From''' - Auto - emails for Aggregate Template start time.
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*'''User''' - choose a User which will receive report email.
*'''User''' - choose a User which will receive report email.
*'''Email''' - choose email with will receive report. It is possible to add many emails dividing them with comma sign, for example: email1, email2, email3
*'''Email''' - choose email with will receive report. It is possible to add many emails dividing them with comma sign, for example: email1, email2, email3
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==Aggregate Date==


*'''Aggregates Period''' - choose an Aggregate Period for last N Days, Months or Years. You will receive email for chosen period.
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==Recurrence Pattern==
==Recurrence Pattern==
Choose Recurrence Pattern to send reports. Possible options are '''Daily, Weekly, Monthly, Yearly'''.
Choose Recurrence Pattern to send reports. Possible options are '''Daily, Weekly, Monthly, Yearly'''.
 
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===Recurrence Type Daily===
===Recurrence Type Daily===



Revision as of 11:22, 18 February 2019

Auto Export

Go to REPORTS –> Aggregate –> Auto Export

Here you are able to setup your Auto Export settings.

Auto export.png

General

  • Name - Choose a form Name.
  • Export active From - Auto - emails for Aggregate Template start time.
  • Export active Till - Auto - emails for Aggregate Template end time.
  • Email send time - choose time to send Aggregates Auto Export email.
  • Template - choose a Template which M2 will use to send Auto Exports. You can create a template in REPORTS –> Aggregate –> Templates.
  • User - choose a User which will receive report email.
  • Email - choose email with will receive report. It is possible to add many emails dividing them with comma sign, for example: email1, email2, email3



Aggregate Date

  • Aggregates Period - choose an Aggregate Period for last N Days, Months or Years. You will receive email for chosen period.



Recurrence Pattern

Choose Recurrence Pattern to send reports. Possible options are Daily, Weekly, Monthly, Yearly.

Recurrence Type Daily

Auto export.png

  • Every X day(s) - Send report every X day(s). X also indicates for how many days statistics will be provided.
  • Every Weekday - Send report every weekday (every working day).



Recurrence Type Weekly

Auto export weekly.png

  • Recur every X week(s) on Monday-Sunday - Send report every X week(s) on selected day of the week.



Recurrence Type Monthly

Auto export monthly.png

  • Day X of every Y month(s) - Send report every X (1-31) day(s) every Y month(s).
  • The First-Fifth Monday-Sunday of every X month(s) - Send report according to selected day of the week every X month(s).



Recurrence Type Yearly

Auto export yearly.png

  • Every X year(s) - Send report every X year(s).
  • On January-December Y day of month - Send report according to selected month and selected day of the month (1-31).
  • On the First-Fifth Monday-Sunday of January-December - Send report according to selected day of the week of particular month.