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The Scheduler

Filestore, Email and SFTP Configuration

The options you see on this page will depend on what you picked as the "Export Types" on the previous page.

Filestore Configuration

Filestore exports are downloaded using the Data Exports Template, and are only available via repeating schedules (not on-demand exports or running tests).

This setting controls how long the export file will remain in the platform's file store. Enter a number of days.

Email Configuration

Use the Email, Name and Add buttons to build up a table of addresses the export file should be sent to. If you'd like to customise the email body text, and you have the Comms Manager installed, check the box to reveal inputs for the application, template and language you'd like to use.

Note that emails will only be sent when there is data to export. If there's no new data the email isn't sent.

SFTP Configuration

If you selected SFTP as an export type, pick your SFTP configuration from the drop-down.

SFTP Details

All of the fields are read-only. Your SFTP details are set in the exporter's configuration end point, see Data Exporter Configuration.

Testing the Export

This option only applies to Email and SFTP exports.

Checking this box will perform the export as soon as you navigate to the next page of this configuration form.

Last modified on 8 July 2025