Configuring rules to export business reports

This function is used if the users needs to export business reports from Winner Bizz to third party applications.

Note: This function works best when it is used from a Winner Bizz master server installation.

To configure a rule to export business reports in the different available formats, you will have to define which file should be exported from Winner Bizz.

• Go to Global settings > Workflow settings.
• The Workflow settings dialog appears.
• From the Batch processing section can create, edit or delete steps used to communicate with third-party applications.
• Click Add New.
• The Communication rule dialog appears.

From this dialog users will choose which report should be exported from Winner Bizz as well as when where.

1. Name:
   Give a name for the new step.
   
   
2. Type:
   Select the type of export; Email, FTP or transfer file to local folder.
   
   
3. Type:
   Select the action type Export a business report; PDF file, CSV standard file or a CSV optimized file.
   
   
4. Report:
   Select the type of report that is required.
   
   
5. When:
   Select when the report will be exported; daily, weekly, Twice a month, Monthly or By server job.
   
   
6. Printing:
   This is the name of the printing, which the user can filter based on the Company, Company group, Period and Display mode.
   
   
7. File name:
   The format of the export will be automatically filled in depending on the selected report export type. Users can add dynamic parameters with the + icon.
   Note: It is recommended to select either Date or Date and time as file name, rather than adding another name in this field. If you do add another file name, each time the report is exported, it will have the same file name and hence the previous exported file will be replaced. To avoid this, select Date or Date and time as file name.
   
   
8. Transfer profile:
   Enter the transfer profile for the report export. Users can create their own by clicking the … icon.

When the communication rule is defined, click Save to register the new rule.