How To: Set Up a Report Schedule

Search for Go to Reports Center, and navigate to the Reports Center.

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

Then, click Browse and upload the report .sfr for the integration. Continue by confirming the import and click on Import.

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.

Set the schedule name and report format.

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.

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

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 period you are willing to manage.

Finally, click Submit. The schedule is now live.