How to upload reports to your FTP server

Blanca Castillo
Blanca Castillo
  • Updated

Where do I find it?

Reporting > Saved reports


What does it mean?

This feature allows you to automatically upload reports (Public and Private Reports) to your FTP server and it's available for reports saved from the 'Data Export' section. This tool is especially useful if you work with your own BI system. You will still receive an email with your scheduled reports.


What should I do?

You can activate this setting for a new report or for an existing one. In order to do so, you will need to enter the following information for your FTP connection:

  • FTP IP or URL
  • Port
  • Username
  • Password
  • FTP File Name (can include date format like yyy-MM-dd), for instance, you can use {{YYYYMMddHHmmSS}} as part of the file name to stamp the date daily.
  • FTP Target path


After that, you can test the connection to confirm everything is correct.

Furthermore, you have the option to schedule the automatic sending and uploading of reports to suit your preferences. For guidance on configuring recurring reports, please consult our article How to setup automatic reports. Kindly ensure that you save the entered data for future reference.

You can generate a report at any time, for testing or other purposes, by clicking on the “Send Now” button. The system will send the report by email and will also upload it to the FTP server at that moment.


You will receive the report by email (as long as you have entered a notification email address) as a confirmation that it has been uploaded to your FTP server. 


If the upload fails, you will receive an email with a warning message explaining the error (timeout, wrong username, etc).