Report Delivery Preferences

The Report Delivery Preferences page enables administrators to set the preferences related to custom report delivery. This includes the ability to email a copy of custom reports and send a copy of custom reports to an FTP site or user's email address. If FTP site delivery is enabled, the administrator must also specify the FTP site location. The Report Delivery Preferences can be set by division or other master OU. Once these are set, any user within that master OU who has the appropriate permissions can access the report delivery options when creating custom reports.

There are three components to this functionality:

This functionality is available only for custom reports.

To set the Report Delivery Preferences, go to Admin > Tools > Core Functions > Core Preferences > Report Deliveries.

The following report delivery preferences are available:

  • Allow a copy of reports to be sent to an FTP - Select this option to enable custom reports to be sent to an FTP site each time an instance of the report is run. To access this option, you must have permission to schedule delivery of a report to an FTP directory. The maximum file size for this report is 25 MB.
    • Deliver to subfolder on FTP named - Enter the directory name on the data feed FTP site in which the reports should be saved. The character limit for this field is 50.
    • To create a new directory on the FTP site, click the Create Directory button. If a new directory is created all new and old reports are saved to this location.
    • All directories are created within the pre-existing "Reports" directory and if FTP value is left blank, the reports are delivered to the Reports directory.
    • If the directory is changed for divisions, all custom reports set up for delivery by users in that master OU are delivered to the new directory.
    • If a user's division is changed and the new division has different report delivery preferences, all of the user's reports are delivered to the new division's directory.
  • Allow a copy of reports to be sent to creator's stored email address - Select this option to enable custom reports to be sent to a custom report creator's system email address. The option to send a copy of the report must still be selected when creating a custom report. To access this option, you must have permission to schedule delivery of a report to an email address. The maximum report size that can be emailed is 3 MB.

Create Custom Report

After establishing the Report Delivery Preferences, you must create the custom report and set up report delivery to FTP or user's email address. See Create Custom Report - Overview.The following Report Delivery options are available when creating the custom report. Note: The Report Delivery options are only available if the report is set to run on a recurring basis.

  • Deliver a copy of the report to drop off location set up in Report Delivery Preferences - Select this option to deliver a copy of the custom report to the FTP site specified in the Report Delivery Preferences. If this option is selected, you have the option to send the report in Comma Separated or Tab Delimited format. This option is only available if you have permission to schedule delivery of a report to an FTP site and if the Allow report to be sent to FTP preference is set in Report Delivery Preferences. The maximum file size for this report is 25 MB.
  • Send a copy of the report to my stored e-mail address every time it runs - Select this option to deliver a copy of the custom report to the user's system email address. If this option is selected, you have the option to send the report in Comma Separated or Tab Delimited format. This option is only available if you have permission to schedule delivery of a report to an email address. The maximum file size for this report is 3 MB.