Hi,
We currently have an export setup each night at 8pm, so that anybody who sends data to a specific account, the export will create a .txt file which shows each Entity which submitted data to this account. Is there a way to use the export or something automated that we can run nightly, which would act more like a query with criteria? For example:
Lets say we have 1 Entity which sent data in on a template, which submits dollars accross each month. When this is submitted via the Input Template, we also have a value of "99" sent in to another account called "DollarsSubmitted".
I'd like to create a nightly query/export that can be automated through the scheduler, where we simply define it to say, export all dollars in the months, for any entity which has populated the "DollarsSubmitted" Account with a 99.
If you need more details, please let me know, thanks!!!
Brian
PS - Our current workaround would be that we can export a file for all entity values which have the "DollarsSubmitted" account populated, and then we can use this list to run an EPM Report to see what the dollars in the months are for this entity listing.
Thank you