Scheduled Order Exports

  • Updated

Scheduled Exports are powerful automation tools designed to extract raw data (Orders, Order Lines) from Unimarket. 

While similar to Scheduled Reports, Order Exports offer specialized filters such as Commitments and GRNI. Making them ideal for feeding institutional data warehouses or performing deep financial analysis.

 

Prerequisites

To create or manage scheduled an exports, the user must have one the following roles:

  • Community Administrator
  • Create Invoices
  • View Transactions

 

Create a Scheduled Order Export

  1. Navigate to the Insights module > Schedules (on the left side panel).
  2. Click More Actions > +Schedule Report.

 

  1. In the pop-up box, select Exports.

  1. Complete all fields marked with a red asterisk, using the Field Reference & Configuration chart below.
  2. Once configuration is complete, select Add.

 

Field Reference & Configuration

Field Description
Schedule Name A descriptive name for the reporting cycle (e.g., "Weekly Spend Audit").
Export Type Orders will auto-populate in the field.
Select Filter

Available for Orders/Order Lines. Choose Commitments or GRNI.

  • Commitments: Use this filter to export data regarding funds currently tied up in the approval process or active orders.
  • GRNI (Goods Received Not Invoiced): Use this to export raw data for items that have been received but are awaiting an invoice.
Date Range

Select the desired date range. Scheduled Exports support the same "Last Month" predefined logic found in reports:

  • Last Month: Triggers on the 1st of the month for the previous full month.
  • Last 3 Months: Triggers on the 1st for the previous quarter.
  • Last 6 Months: Triggers on the 1st for the previous half-year.
Days Select the specific day(s) of the week the report should run.
Run Time The time of day the export triggers. Use the + (plus) icon, to add multiple times per day.
Recipients Email addresses for notification/links.
Endpoint

Choose between standard delivery or a secure sFTP endpoint for automated server ingestion.

  • Email: Recipients receive a notification with a link to download the report from the Insights module.
  • sFTP: This is the recommended method for "Exports" as the data is often used for system integration. The files are pushed securely to your institution's folder location.

Note: To request the setup of an sFTP endpoint or to add a new "Export Type" to your community, please contact Unimarket Support at support@unimarket.com.

Archive and Cleanup: Remember that if you are "pulling" from the Unimarket outbound folder, your local script is responsible for deleting or moving files after retrieval to prevent reprocessing.
Filename Template

You can use variables, to ensure the file name provides context about the data it contains. This is especially useful when sending reports to an sFTP folder.

Available Variables:

  • ${reportName}: Inserts the name of the Transaction Run Report.
  • ${runDate(PATTERN)}: Inserts the generation timestamp.
    • Example Pattern: YY-MM-dd_hh-mm-ss
  • ${runNumber}: Inserts the sequential number of the transaction run.
  • ${randomNumber}: Generates a unique random string (useful for avoiding filename collisions).

Example Template Logic:

TransactionRun_${reportName}_Date-${runDate(YY-MM-dd_hh-m-s)}

Result: TransactionRun_SupplierMaster_Date-25-12-24_02-46-19.csv

 

Manage Existing Scheduled Order Export

Users can manage existing scheduled order exports, by using the Copy, Edit or Delete feature.

  • Go to the Insights module > Schedules (on the left side panel).
  • Locate the desired report.
  • Select Actions > and click Copy, Edit or Delete.