M4 Aggregates Auto Export

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Revision as of 12:26, 6 December 2019 by Nerijuss (talk | contribs) (→‎General)
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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. If Recurrence Pattern is set to Hourly, then Email send time is ignored.
  • 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 Hourly, Daily, Weekly, Monthly, Yearly. If Recurrence Pattern is set to Hourly, then Email send time is ignored.

Recurrence Type Hourly

Auto export Hourly.png

  • Every X hour(s) - Send report every X hour(s).



Recurrence Type Daily

Auto export Daily.png

  • Every X day(s) - Send report every X day(s).
  • 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.