...
To Export a file, Users must first add the file as an item on the Export Files grid. Click the 
button located on the Grid Toolbar above the Export Files grid.
...
Navigate to the Export Files grid by opening the 'Admin' tab and clicking on the node labeled 'File Management'.
Click on the node labeled 'Export Files'. Admin > Imports/Exports > Export Files
Click the row containing the information that is desired for the export.
Click the
button.The
button will allow viewing of the selected Export File and the
button will download the selected Export File.
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
...
From the Export Files grid, open the desired Export and select the 'Schedule/Event' tab.
Click the
button on the Schedule/Event grid.This will open the 'Add New Export Event' form.
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.
Finally, the User must select the method for the Export.
'Email': the exported file will be emailed to the Email address provided in the 'Email' field.
'Outbound': the exported file will be placed in the Outbound Directory, where it can be accessed by other systems.
'Both Email and Outbound': the exported file will both be emailed and placed in the Outbound Directory.
...
To add a header or a footer, click the 
button on the Grid Toolbar above the Header/Footer Lines grid. In the form, Users should first enter a 'Line Number' to determine the order of the header/footer in the case of multiple entries. If the User is adding a footer, check the box next to the 'Footer' field.
...
Once these required fields have been satisfied, click the
button. The new header/footer will appear on the 'Headers/Footers Line' grid.
...