Is there a way to schedule the export the Excel results of a GI to a local folder? If not, if I made the GI into a report would I be able to schedule an export of the Excel format to a local folder?
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Hi
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Hi
This is a two step process:
- Create an Export Scenario to export the Generic Inquiry. This writes the results to a “file” within Acumatica.
- Use file synchronization to output the results to an external location. If you are in a SaaS environment, I don’t think the file synchronization will be able to write to a local computer or server. You would probably need to configure an ftp site.
Here is a link to the Acumatica help regarding file synchronization:
https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=8af2b749-8998-4da9-8b4a-50904ca7c2c0
You could alternatively schedule a notification with an attached report having Excel output format. The user would need to save the file from their email to a local drive.
Hope this helps!
Laura
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