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===
*'''Name''' - Choose a form Name.
*'''Name''' - Choose a form Name.
*'''From''' - Auto - emails for Aggregate Template start time.
*'''From''' - Auto - emails for Aggregate Template start time.
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[[File:Auto export.png]]
[[File:Auto export.png]]
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*'''Every X day(s)''' - Sent email every '''X''' day(s). '''X''' also indicates for how many days statistics will be provided.
*'''Every X day(s)''' - Send report every '''X''' day(s). '''X''' also indicates for how many days statistics will be provided.
*'''Every Weekday''' - Sent email every weekday (every working day).
*'''Every Weekday''' - Send report every weekday (every working day).
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[[File:Auto_export_weekly.png]]
[[File:Auto_export_weekly.png]]
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*'''Every X week(s) on Monday - Sunday''' - Sent email every '''X''' week(s) on selected day of the week.
*'''Recur every X week(s) on Monday-Sunday''' - Send report every '''X''' week(s) on selected day of the week.
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===Recurrence Type Monthly===
 
[[File:Auto_export_monthly.png]]
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*'''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===
 
[[File:Auto_export_yearly.png]]
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Revision as of 10:04, 1 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.
  • From - Auto - emails for Aggregate Template start time.
  • Till - Auto - emails for Aggregate Template end time.
  • 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


Recurrence Type

Choose Recurrence Type 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