A note to start: saved search exports can be scheduled to recur in ShopBlue. However, only saved searches that use the data range of Last Month or Last Week are eligible.
After logging into ShopBlue, go to the Documents tab. In the Document Search section of the fly-out menu, click Search Documents (Figure 1).
When the search screen comes up, it may be in the simple search format. Click “advanced search” (Figure 2).
Next, choose the document type you’d like to search for, and any other fields you’d like to filter by. In this example, we are searching for all purchase orders prepared by Dalton Holler over the last month (Figure 3).
Save this report. To save, click Save New Search (Figure 4).
Give your search a name. You will need to have a folder in your Personal Favorites in order to be able to save your search. If you don’t have one, click Add New, select Top Level personal folder in the dropdown, and name your folder. Then, in Step 3, click Yes to set up a recurring export. Next, you will choose what type of export you’d like:
In this example, we are selecting a full export from the dropdown. When you have named your folder and search and selected your export type, click Save (Figure 5).
Notice the message that you have successfully set up your search to recur. To view your search export, click the blue link in the window. Next, ShopBlue will show you the recurring export you just created (Figure 6).
After the month has ended and it is time to view your export, go to the Documents section. In the Document Search section of the fly-out menu, click Download Export Files. Next, click the File Name of your recurring search to view the export files (Figure 7).