This article describes how you can export existing reports to a SFTP location automatically.
Prerequisites
You need access to "Service Tasks" and "Remote accounts" under Admin > General.
If you want to export the report to a SFTP location, you should have configured a Remote account.
Create service task to export report
Go to Admin > General > Service Tasks and click on "Add service task".
Enter a meaningful name for this export and select "Export report" in the field "Service task type".
Next you can fill in the Schedule type, Start date, Time and check the Active checkbox to configure when the report should be executed.
Press "Save" to complete this action.
After pressing "Save" a table with the following parameters will appear:
| Code | Background on the value to fill in |
| File | Here, you should fill in the filename that should be used when generating the report. |
| Location | This should be the path on the server where the file should be saved. Remember to use forward slashes and the path should start and end with a forward slash, e.g. "/production/out/" |
| Report | By clicking edit, a drop-down field will appear with all possible reports that you can export. Only the reports that don't require user input (parameters) will appear in this list. |
To make sure that the file is saved on the correct SFTP server, you also have to click on "Add parameter" under this table.
Select "FTP" from this list and enter the "ID" of the remote account you would like to use and click on "Insert".
The "ID" of the remote account can be found under Admin > General > Remote accounts. Click on "Edit" for an existing record from the type "FTP". The URL in the browser will end on "&id=" with a number. This number is the ID you should copy into the FTP parameter of the service task.