Downloading & Sending Data Reports

Before downloading or sending a report, ensure that the report has been loaded and customized as desired. The following articles discuss how to generate, customize, and memorize (save) a data report, respectively.

 

Downloading a Data Report

Select the Download option to locally save a CSV and/or PDF file of the data report.

 

Download Option

 

 

Sending a Data Report

There are two options for sending a data report to an outside party:

  • Email
  • FTP/SFTP

 

Send data report option

 

Email

The Email Report option allows the user to send a PDF and/or CSV file of the data report to multiple recipients.

  • Enter the name of the data report beside Filename.
  • Enter the user emails line-by-line that you wish to send the report.
    • If the email name is too long, expand the Emails box by clicking the two lines at the bottom right and dragging the box outward.
  • Select either CSV, PDF, or CSV & PDF. 

 

Email Report option for a non-memorized report

 

  • If the report has been Memorized (saved), there are two action options for sending the email:
    • Send Now sends a single, immediate email to the specified users.
    • Schedule allows the user to send the report via email at a recurring interval.

 

Email Report option- Fixed Time

 

 

Email Report option- Every x minutes

 

  • Click DONE at the bottom to send the email or apply the schedule.
  • A prompt will appear to confirm that the email was sent successfully.

 

FTP

The FTP/SFTP option allows the user to send the reports to a specified network location.

  • Enter the name of the data report beside Filename.
  • The following information must be known to send the file correctly:
    • Network Host
    • Network Port
    • Username/ Password
    • Network Directory
    • FTP, FTPS, or SFTP protocol
    • Active or Passive Transfer Mode

 

 

SFTP/FTP Report option

 

  • Select either CSV, PDF, or CSV & PDF.
  • If the report is memorized, The FTP/SFTP option also contains the two actions listed above in the Email Report section.
  • Click DONE at the bottom to send the report.