Page Comparison

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1. Navigate to the Export Files grid by opening the 'Admin' tab and clicking on the node labeled 'File Management'.

2. Click on the node labeled 'Export Files'. Admin > Imports/Exports > Export Files

3. Click the row containing the information that is desired for the export.

4. Click the button.

5. The button will allow viewing of the selected Export File and the button will download the selected Export File.
   

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   • The 'Template replacements for executing SQL and build the file' field is used for changing and replacing parts of an SQL Query in the fields.

   • The 'Bind Params for Running the Query' field is used for defining variables in the query in the fields

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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.
   

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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.

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