Overview
Delivering existing Wisetail reports via sFTP will enable easier analytics tool consumption and utilization.
Details
- sFTP Setup
- sFTP profile creation is in System
- Up to 5 sFTP profiles can be created
- Testing the sFTP Connection
- sFTP connection success notification
- Click “Save” to save credentials and close the notification
- sFTP connection failure notification
- Click “Okay” to close the notification and edit credentials
- Activate the sFTP profile
4. sFTP Report Scheduling
- Once an sFTP profile is successfully set-up and activated, go into a Saved Report — under the Schedule Report panel, to select an sFTP profile from a drop-down menu
- The send of the report will occur according to the Date/Time/Frequency inputs provided
- Send To (Emails Only) would continue to work as is — at least one recipient must be entered
- As long as the credentials provided stay the same, the report will send at the specified times
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