Upload Reports to an SFTP Folder
Reports can be uploaded directly to an external SFTP folder.
An SFTP is required for this workflow. If you cannot host the SFTP, contact Support to have an SFTP hosted for a monthly fee.
The SFTP Settings must be set up before continuing.
- Learn More: SFTP Settings
Set Up and Save the Report before Scheduling the Upload
Go to the report that will be uploaded. (In the example below, this is the Collection Agency Spreadsheet.)
Complete the setup of the Report using the Filters.
Click Save.
Enter a Title for the report.
Click Save [F2].
Set Up the Automatic SFTP Upload
After completing the process above, click the Calendar icon
next to the Saved Report.
For Upload Options, select the checkbox for Upload to external site?
From the dropdown, select the SFTP site where you want the Report sent.
Complete the other Criteria on the Modify Job Schedule screen.
Click Save [F2].
Cancel or Modify the Job
The Calendar turns Red in the Saved Report Filters after the Job Scheduler is set up, and a Blue Calendar is added.
Click the Red Calendar to Cancel the Job.
Click the Blue Calendar to Modify the Job.
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