Automatic reports can be transferred to your company's FTP or SFTP server at the day, week, or month interval that is designated for a report template.
Note
There are multiple ways to send reports.
- Email reports to contacts
- FTP or SFTP transfer (this article)
- API
Navigate to the FTP Settings
- Select the API page from the left Home menu
- Select the FTP Info tab on the right
- Select the Edit Settings button
Input Server Credentials
- Choose your desired protocol (FTP or SFTP)
- Enter your FTP/SFTP server credentials
- Select the Save Settings button
If you would like to verify the connection, select the Test Connection button and a connection will be attempted.
Folder and File Organization of Transferred Reports
Reports are transferred using a folder directory structure starting with the Property Management Company the property has been listed under, then a folder for the Property Name. All reports which have been enabled for that property are transferred to that directory.
Folder Structure:
- Root-Directory/Property-Management-Company/Property-Name/All-Reports.csv
Example:
Configuring Report File Names:
Automatic reports can have a custom file name that can help you identify the property and the reporting date range.