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.
On any report screen, select
[Schedule] from the top right corner to open the Schedule Report dialog box.Select Schedule Delivery, then use the drop-down menu to choose how often you want to receive this report.
Your report can be scheduled for hourly, daily, weekly, or monthly deliveries.
Use the dropdown to select the file format of the report.
Select
[Toggle] if you still want to receive the report even if there is no data when it runs.Select the delivery method: Partner FTP, Email or Hosted SFTP. See below for help with configuring these.
Select Schedule and Send to schedule your report and start receiving it.
Note
If you choose Email as your delivery method, you will receive an email with a link to download your report. If you select Partner FTP as your delivery method, the report will be sent as a file to your server. If you select Hosted SFTP, the file will be sent to a hosted location for you.
Partner FTP | 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. |
Send To—Create a CSV of email addresses that you want to receive this report. Select Send to Me to have the report sent to the email tied to your Impact account. Subject—Enter the email subject line. Email body—Enter the plain text message. | |
Hosted SFTP | Connection User—Select an existing user, or create a new user, to connect with. Display Name—Enter the name to be displayed. Public Key— Connection Name—Enter a name for the connection. |
On the Scheduled Reports screen, you can see all of your scheduled reports (and any shared from other users) in the list.
From the left navigation menu, select Reports → My Reports → Scheduled.
Under the Actions column, select to modify a scheduled report. See the table below for a description of each option.
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. |