Setting Up an FTP for Automatic Reports
Last updated: January 2020
Automatic reports can be transferred to your company's FTP server at the day, week, or month interval that is designated for a report template.
There are multiple ways to send reports:
- Email reports to contacts
- FTP transfer (this article)
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
Enter your FTP server credentials, then select the save option.
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.
Configuring Report File Names:
Automatic reports can have a custom file name that can help you identify the property and the reporting date range.