Schedule Reports

Any report you view in impact.com (including saved views and custom reports) can be scheduled for email delivery, to your FTP server, or to hosted SFTP.

1. From the left navigation menu, select [Engage] → Reports → More Reports.

2. Open your preferred report and select [Schedule] in the top right corner to open the Schedule Report dialog box.

3. Complete the schedule settings of the report. See the Schedule Report reference below for more information.

   

   • Next to Frequency, use [Radio button] to choose when you want to schedule this report.

   • Use the [Drop-down menu] to select the file format of the report.

   • Next to Send To enter the email addresses you want to the send the report to. Select [Toggle on] if you want to send the report to yourself.

   • Select the delivery method: Partner FTP, Email or Hosted SFTP. See below for help with configuring these.

4. Select Schedule and Send to schedule your report and start receiving it.

Partner FTP

If you choose to have your reports sent via FTP, a folder will be sent to your FTP server, where you can then access the report.

Delivery method field	Description
Server URL	Select the server protocol in which you want to receive FTP files (FTP, SFTP, or FTPS), then enter your server URL.
Directory	Indicate here if you have a specific directory you want reports to be placed in (e.g., /impact/reports/).
Port	Specify the port that your server listens to for new control connections. Post 21 is typical for nonsecure and explicitly secure connections. Port 990 is typical for implicitly secure connections.
Username	Enter the username that impact.com uses to log into the FTP server.
Password	Enter the password that impact.com uses to log into the FTP server.

Email

Hosted SFTP

Access your scheduled reports

On the Scheduled Reports screen, you can see all of your scheduled reports (and any shared from other users) in the list.

1. From the left navigation menu, select [Engage] → Reports → Scheduled.

2. Under the Actions column, select to modify a scheduled report. See the table below for a description of each option.

   Action	Description
   Edit Delivery	Select this option to change when this report is delivered and the message that is delivered with it.
   Edit Report Settings	Select this option to modify the report view of this scheduled report. Select Save once completed, and the scheduled report will reflect your changes on its next delivery.
   Pause	Select this option to temporarily stop receiving this report.
   Delete	Select this option to permanently delete this scheduled report.
   Run Now	Select this option to run this report once right now.