When you create a query and select Edit Query → Schedule Export, you’ll find the following settings.
📖 See Scheduling Data Exports for more details.
Status
Determine whether or not the export should automatically be based on the schedule established.
Destination
Select the appropriate endpoint:
Technolutions SFTP: Sends the file to the Slate SFTP site.
Custom File Transfer: Sends the file to the Slate SFTP or an external SFTP site.
View (Dynamic): Configures the query as a dynamic view.
View (Materialized): Configures the query as a materialized view.
Web Service (Remote): Configures an endpoint that can be called via web services.
Retargeting: Facebook Audience: Sends a targeted audience to Facebook Custom Audiences.
View
Provide the view to be associated with either the Dynamic or Materialized View.
Endpoint
Provide a secure endpoint for the corresponding Web Service (Remote) server.
Headers
Define custom headers for the web service.
Connection
Provide a secure connection for the corresponding Custom Server.
Path
Specify the path of the file. A forward slash will create a directory. For example, sis_exports/export_file_%F.txt, generates a text file in the sis_exports directory within the outgoing directory.
Use the link at the right of the text box to see the possible date and time variables for the file name. Files with identical names will be overwritten; adding the %FT%T variable (full date and time stamp) makes it highly unlikely that files will be overwritten.
Encryption
Select Secure Transfer or PGP Encryption
SecureTransfer: The default
PGPEncryption: Enter the PGP key to encrypt the data file. This is only necessary if the file is transferred to an external site in an insecure manner (i.e., not SFTP).
Public Key
Available when PGP Encryption is selected as the Encryption type. This would only be necessary if the file is transferred to an external site in an insecure manner (i.e., not SFTP.)
Notification
Set the conditions under which a notification email should be sent regarding this query.
No Notifications
Failures only
Failures and late deliveries
Successes, failures, and late deliveries
Notify Email
Selecting a Notification will display this setting which accepts comma-delimited email addresses.
Format
Format options include:
Delimited (tab-delimited, CSV, etc.)
Excel Spreadsheet
Fixed Width
JSON
XML
Document Export v2
Document Export v1 (deprecated)
Document Export Combined PDF
Doctype
Specify the doctype for XML files.
Null Handling
Specify the inclusion of null elements in XML files.
Omit null elements
Send
xsi:nil="true"for null elements
Root Element
Provide the Root Element for XML files.
Row Element
Provide the Row Element for XML files.
Archive
When using the Document Export v2 Format, select the appropriate archive container.
ZIP
ZIP64
Document Type
Specify the document type for Document Export v2 format.
PDF
TIFF (multi-page)
JPEG (first page)
DPI
Select the DPI for TIFF document exports.
72
96
150
200
300
600
Pixel Depth
Select the color options for TIFF document exports.
24 (full color)
8 (grayscale)
1 (black and white)
Index Format
Specify the file format for Index files for document exports.
No Index File
Delimited (tab-delimited, CSV, etc.)
Excel Spreadsheet
Fixed Width
Index Filename
Provide the filename for the document export index file, if applicable.
Delimiter
Determine the delimiter in the data file.
Tab
Comma
,Semicolon
;Pipe
|Caret
^Bang
!
Headers
Include header row or Exclude header row; specifies the inclusion of a header row.
Text Qualifiers
Enable double quote text qualifiers or none.
Double quotes
"No text qualifiers
Line Endings
Determine the character or characters for line endings.
<Cr><Lf><Lf>
Encoding
Specify the character encoding for the file.
Unicode (
utf-8)Western European (
iso-8859-1)ASCII (
us-ascii)
Suppress Empty
Allow or suppress empty files; stops creation of empty files if a query returns no records. Otherwise, an empty file or one with only a header row is created.
Requested Window
Determine the delivery window for the automated query execution.
Requested Weekdays
Determine the days of the week to run the export.
Requested Priority
This optional configuration prioritizes query exports within a specific Requested Delivery Window.
For example, if you have five queries scheduled to run during the morning window, and one is set to high priority, three are normal priority, and one is low priority, the high priority query runs first, then the three normal priority queries, then the low priority query.