Send Reports Using SFTP

Prev Next

It is possible to send a file using SFTP by using the Report Settings. Currently, you can only send fee reports.

Instructions

  1. Sign in to your site

  2. Navigate to Admin Tools and select Organizational Settings:The dropdown labeled Admin Tools with the three gears icon, then the Organization Settings tab with a single gear icon.

  3. Select Report Settings:The expandable dropdown labeled Report Settings.

  4. In the Report Settings section, you will need to fill out: The text entry and checkbox fields under the FTP Configuration header.

    • Server Name/host: Add the name of the server

    • Server Port: Enter the server port

    • Server Username: Fill in the username for the server

    • Server Password: Enter the server password

    • File Destination Path: Add the destination path for the file

    • Select Reports: You can check more than one option

  5. Click Export to generate the files and test the connection: The button labeled Export under the checkbox toggle fields.

  6. If you want the reports to be sent on a schedule, contact our support team to set up a cron job for you