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Creating a report schedule

1

Navigate to report center

Search for Go to Reports Center, and navigate to the Reports Center.
Reports Center main page
2

Create new import

In the Report Center, click Import. Enter the name and description for the report.
3

Upload report definition (.sfr)

Then, click Browse and upload the report .sfr for the integration. Continue by confirming the import and click on Import.
Import pop-up window
4

Open the report scheduler

Close the import window, and find the report you just uploaded in the report center. Click the 3 dots on the right and select New Schedule to create a new schedule.
Create a new schedule
5

Set name and format

Set the schedule name and report format.
Step 1
6

Setup SFTP

Step 2, filtering can be skipped. Continue to Step 3. In the Destination section choose File Transfer Protocol (FTP) as method. Fill in Host Address, FTP Login and FTP Password with the values received from TechWolf. Click Test Connection and Test File Put Permission to ensure that the connection is working.
Step 3
7

Set file details

In the same section, fill in the file path and file name for the integration. Select yyyyMMdd as the date format. Click Step 4.
8

Set schedule

Under Schedule Occurrence, select Recurring in the dropdown menu. Then choose Daily under Recurring Pattern, and choose 12:00 AM tomorrow under First Occurrence. Set Ending On to a date far enough in the future and set up a reminder for yourself to extend the schedule when the expiry date is approaching.
Step 4: Schedule timing
Finally, click Submit. The schedule is now live.