# 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 ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage]** → **Reports** → [**More Reports**](https://app.impact.com/secure/advertiser/engage/fr/all_reports.ihtml).
2. Open your preferred report and select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-ac65d9303f4002a9572c597d7e38a09962900df0%2Fccb680aef192b944a1effa9b19830de17e22540e98e1bfa40e1bc0a240aa51ee.svg?alt=media) **\[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.

   <div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-2e570c4eb412c7594be8380970129398b696c266%2F884019ca31d789716e3a7ec604cbdb38235f5c4560da901b568686a0425879f7.png?alt=media" alt="" width="375"><figcaption></figcaption></figure></div>

   * Next to **Frequency**, use ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media) **\[Radio button]** to choose when you want to schedule this report.
   * Use the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[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 ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d0b6669ae76a7bef06a8d6940d7ad5c16bb8d018%2F7cb018d4face8d7cceb880eb5086c812e764fbcfe6f2a0377f88bc7576973070.svg?alt=media) **\[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.

{% tabs %}
{% tab title="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.                                                                                                                                  |
| {% endtab %}          |                                                                                                                                                                                                      |

{% tab title="Email" %}
If you choose to have your reports sent via email, the report will be uploaded to Google Cloud, and you will receive an email with a link that points to the report.

| Delivery method field | Description                                                                                                                                                            |
| --------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Send To               | Create a CSV of the email addresses where you want to receive this report. Select **Send to Me** to have the report sent to the email tied to your impact.com account. |
| Subject               | Enter the email subject line.                                                                                                                                          |
| Email body            | Enter the plain text message.                                                                                                                                          |
| {% endtab %}          |                                                                                                                                                                        |

{% tab title="Hosted SFTP" %}
If you select **Hosted SFTP**, the file will be sent to a hosted location for you.

{% hint style="warning" %}
**Important:** Reports should be selected as a *type* when [creating a download connection](https://help.impact.com/brand/account-administration/account-settings/send-data-to-impactcom/configure-a-data-download-connection) to have access to the SFTP delivery method. If you don't see this option, [contact support](https://app.impact.com/support/portal.ihtml?createTicket=true&) to enable it.
{% endhint %}

When connecting to hosted SFTP, you can either make use of an existing connection or create a new one, by selecting **Create new\...** and filling in the following fields:

| Delivery method field | Description                                                                                                                                                                                                                                                                                                                                                                                                                       |
| --------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Connection User       | Select an existing user, or create a new user to connect with.                                                                                                                                                                                                                                                                                                                                                                    |
| Display Name          | Enter the name to be displayed.                                                                                                                                                                                                                                                                                                                                                                                                   |
| Public Key            | ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d0b6669ae76a7bef06a8d6940d7ad5c16bb8d018%2F7cb018d4face8d7cceb880eb5086c812e764fbcfe6f2a0377f88bc7576973070.svg?alt=media) **\[Toggle on]** to enter the public key. If you don't enter a public key, a password will be generated for you and displayed when the new connection is created. |
| Connection Name       | Enter a name for the connection.                                                                                                                                                                                                                                                                                                                                                                                                  |
| {% endtab %}          |                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| {% endtabs %}         |                                                                                                                                                                                                                                                                                                                                                                                                                                   |

#### 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 ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage]** **→** **Reports →** [**Scheduled**](https://app.impact.com/secure/advertiser/engage/Adv_Saved_Scheduled_Report/Scheduled/report/aScheduledReports.ihtml).
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.                                                                                                                           |
