SFTP: Scheduling reports

In order to receive reports via an SFTP server, follow the steps below.

  • Go to Settings > Destinations
  • Click New Delivery Option
  • Select SFTP
  • Enter the following information:

Field

Example

Name

rockerbox-reports

User Name

[email protected]

Host Name

sftp.testcompany.com

Password

mysecurepassword

Root Directory

/files (optional: can leave blank if you haven't created a specific folder for Rockerbox)

📘

User Permissions

Make sure the user has permissions to get the files, or else the Test Delivery feature will fail.

  • Click Add Delivery Option

Your new SFTP destination is now ready for use. You can start scheduling your reports; however, we recommend you test delivery first.

Test Delivery

If this is the first time you are delivering reports to this outbox, we highly recommend you first Test the Outbox Destination before you schedule your first report.

Schedule Delivery

If you've successfully completed testing, then you can schedule your report to this destination by going to Analytics > Exports > Scheduled Exports.


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