Scheduling a transaction export in Business Manager

You can create scheduled tasks to automate the process of exporting transactions.
Products affected: Business Manager

You can create scheduled tasks to automate the process of exporting transactions.

  1. Sign in to Business Manager.
  2. Select Parameters > Configuration > Task Scheduler.
  3. For Select a task, select Schedule Export of Transactions.
  4. For Select path and export parameters, select Export Parameters.
  5. For Columns to Export, select the fields to be included or excluded.
  6. Change Select Date Range to Select Relative Date and select one of the date options.
  7. For additional filters, change Analysis Period to one of the options and configure the settings as needed.
  8. Select Next.
  9. Select Browse.
  10. Browse to the location to save the export file and enter the export file name. Select Open.
  11. Select Finish.
  12. Select an option for Select repetitions.
  13. Select Add Task > Confirm.

UPDATED: September 13, 2022

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