You can set up scheduled times to run any of the reports and have them sent to your email inbox, to your FTP server, or to hosted SFTP.
From the top navigation bar, select Reports → All Reports.
Select the report you want to schedule.
In the top right corner, select [Schedule].
Set the settings of the report.
How often you want the report generated.
The format of the report. Choose between Excel, CSV, or PDF.
Where you want the report delivered. Choose between Partner FTP, Email or Hosted SFTP. Refer to the delivery method reference for descriptions on each delivery method.
Select Schedule and Send.
From the top navigation bar, select Reports → Scheduled Reports.
Navigate to the scheduled report you want to edit and select [Drop-down menu] under the Actions column.
Change delivery settings and report content, pause report generation, delete the report scheduling settings, or run the report right now.
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.
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.
If you select Hosted SFTP, the file will be sent to a hosted location for you.
- Server URL:
Select the server protocol in which you want to receive FTP files (FTP, SFTP, or FTPS), then enter your server URL.
Indicate here if you have a specific directory you want reports to be place in (e.g., /impact/reports/).
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.
Enter the username that impact.com uses to log into the FTP server.
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.com account.
Enter the email subject line.
- Email body:
Enter the plain text message.
Connections make it easier for you to connect to services such as hosted SFTP. Learn more about how to Create & Manage Connections.
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:
- Connection User:
Select an existing user, or create a new user to connect with.
- Display Name:
Enter the name to be displayed.
- Public Key:
Toggle 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.