Create Custom Report - Delivery Tab

The report delivery options display on the Delivery tab in the Custom Report Builder. The Report Delivery options are only available if the report is set to run on a recurring basis.

Important Preferences Note: The appropriate FTP or email delivery option must be enabled in Report Delivery Preferences in order for the report delivery functionality to work in custom reports. Report Delivery Preferences are configured by Division Organizational Unit (OU). If the options are not enabled for your OU, then they will not work in custom reports.

FTP Delivery

Check the FTP Delivery box 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. The maximum file size for this report is 25 MB.

The FTP Delivery 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.

Report Name

The naming convention for reports delivered to the FTP folder is the following:

[Report Title]_[UserID]_[UTC Time in format MM_dd_yyyy_HH_mm]

  • Report Title
  • UserID - This is the UserID of the user who created the report.
  • UTC Date/Time - This is the UTC date and time at which the report was created in MM_dd_yyyy_HH_mm format.

Email Me

Check the Email me box to deliver a copy of the custom report to your stored email address. The email is hardcoded and cannot be modified.

Only the creator of the report will receive an email; users with whom the report is shared will not receive an email. 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. The report is always sent as a .zip file.

Note: The stored email address is the address on your user record.

See Also:

Frequently Asked Questions (FAQs)