Export Scans Records: FTP/SFTP, Email or Dropbox
This allows you to schedule the export of scans records, subject to limits based on your paid plan. You can do this through FTP (file transfer protocol), SFTP (secure file transfer protocol), Email, or Dropbox.
Scan records are exported as a CSV file, based on an Export Template. A template will allow you to choose which fields to export, the header labels, and the order of appearance. Also, you can customize the export using REGEX or select custom, pre-programmed formats. For example, you can have a clickable URL.
The Export Scans task has filters with several options, including scans filtered by date received (recommended), service, app-user, the scan’s status (valid/invalid/error), the scanning device(s), and other important filters.
For FTP, SFTP, and Dropbox exports, you must designate a path. You must minimally put “/” in the Upload Path form field.
Also, for Dropbox, the system sends the scan records to https://www.dropbox.com/home/Apps/codeREADr. You can post to a specific location within Dropbox by adding the path after adding the “/” symbol in the Upload Path field. Thus, you can set different locations within Dropbox based on the path entered here. Also, the path’s name/location you enter must match the name/location you set up in Dropbox.
1 – SFTP and FTP uploads have designated IP addresses for whitelisting. You’ll find those addresses on your Account/API page.
2 – To edit/delete external accounts (FTP, Dropbox, etc.) navigate to the External Accounts option on your main Account page.
3 – The meaning of Last Week is “Monday to Sunday”. So Last Week selected anytime during a given week would return scans from mm-01 00:00:00 to mm-07 23:59:59.
4 – The meaning of Last 7 Days is “from now” so if “now” is 11:21, scan would be returned from mm-01 11:21 to mm-07 11:21.
5 – The calculations are based on the Account timezone configured on the Account page or by the selected timezone filter if needed.