Page Comparison

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1. From the Export Files grid, open the desired Export and select the 'Schedule/Event' tab.

2. Click the button on the Schedule/Event grid.

3. This will open the 'Add New Export Event' form.
   

   

4. Select either an Event or a Schedule as the trigger to Export the file on the 'Event or Scheduled' drop down.

   • The 'Next Run Date' field is used for setting the exact Date and Time for the Schedule.

     • If a 'Schedule' is desired, the User must then specify both the 'Frequency' of the Export.

       • Frequencies range between 'Every Minute' and 'Yearly'.

     • Exports can also be set to trigger whenever a 'Bill' has been generated, with the 'Run this Export when an Event is Triggered' option.

5. Finally, the User must select the method for the Export.

   1. 'Email': the exported file will be emailed to the Email address provided in the 'Email' field.

   2. 'Outbound': the exported file will be placed in the Outbound Directory, where it can be accessed by other systems.

   3. 'Both Email and Outbound': the exported file will both be emailed and placed in the Outbound Directory.

Source Data - Crystal Report (Depreciated)

Crystal Report will draw from any currently created Crystal Reports that are available. Simply click the 'Crystal Report' picker in the 'Crystal RPT' tab. A Crystal Report can be Exported as one of several desired 'File Types'; 'PDF', 'Word Document', 'Excel File', 'Rich Text File (rtf)', or 'CSV'. The Filename 'Prefix' field and 'Extension' may also be optionally selected.

Source Data - Custom Reports

Custom Report will draw from any currently created Custom Reports that are available. A Custom Report can be Exported as one of several desired 'File Types'; 'PDF', 'Word Document', 'Excel File', 'Rich Text File (rtf)', or 'CSV'. The Filename 'Prefix' field and 'Extension' may also be optionally selected.

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