How to create a new SFTP location


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.



  1. From the home page, go to the Reporting module.

    Screenshot 2024-01-17 at 10.15.42.png

  2. Hover on the left-hand column, scroll down and click on 'SFTP Locations'.

    Screenshot 2024-01-17 at 10.18.08.png
  3. Click on 'Create New SFTP Location'.

    Screenshot 2024-01-17 at 10.19.23.png
  4. Fill in the following details from your SFTP Location (see example in the screenshot).
    No. of retries:
    Private Key:
    Screenshot 2024-01-17 at 10.22.27.png
  5. Click on 'Create'.
  6. Once you have created your SFTP location, you can create scheduled reports to be sent there.


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