Reporting: Scheduling Reports

Rockerbox reporting can be automatically sent to your destination of choice (S3, SFTP, or Email) on a daily or weekly cadence.

Steps to set up automated reporting:

  1. Go to Settings -> Exports in the Rockerbox platform

  1. Go to Scheduled reports on the left-hand bar

  1. Click on "Schedule New Report"

4. Fill in the needed fields in the popup - see [Scheduled Report Options](doc:scheduled-report-options) for more details on the possible options for each selection


Destination setup

You must set up your SFTP or S3 destination in Rockerbox prior to scheduling reports

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