There may be times when a user, or even a group of users, may need the same report on a reoccurring basis, like weekly, monthly, quarterly, etc. By using report Schedules, organizations are able to establish a reoccurring, automatic report execution that delivers the report to those users based on a set schedule and cadence.
Delivery Types
There are three delivery types, or formats, the scheduled report can be delivered in. When a report schedule is created, a delivery type is selected which determines if the report should be emailed through a downloadable URL, as an Attachment, or sent via SFTP.
| URL | The URL delivery type provides a temporary hyperlink within the schedule report email where users are able to download the report file. The URL becomes inactive after a period of time, ensuring only the most accurate data is available. Note: If a URL report schedule has not been accessed for an extended period of runs, the schedule’s creator is notified and the URL schedule is deactivated. |
| Attachment | By default, companies can send up to 25 scheduled Attachment reports within a 24-hour period. Once the limit of 25 is reached, the 26th report is sent as a URL instead. |
| SFTP | Secure File Transfer Protocol (SFTP) report option allows scheduling the execution, runtime, and location of your reports automatically. SFTP is a secure file transfer protocol that uses secure shell encryption to provide a high level of security for sending and receiving file transfers. |
