Summary
Some clients prefer to send their scheduled reports to an SFTP location (Secure File Transfer Protocol) as provides a secure, reliable, and efficient means of transferring data, making it well-suited for various business and organizational requirements.
The FLOW reporting module offers such a handy functionality.
Step-by-Step-Guide
- From the home page, go to the Reporting module.
- Hover on the left-hand column, scroll down and click on 'SFTP Locations'.
- Click on 'Create New SFTP Location'.
-
Fill in the following details from your SFTP Location (see example in the screenshot).
Name:
Port:
Username:
Host:
Path:
No. of retries:
Private Key:
- Click on 'Create'.
- Once you have created your SFTP location, you can create scheduled reports to be sent there.