Send reports to an FTP or SFTP server – Support Center

Scheduled reports can be sent to your company's FTP or SFTP server each day, week or month, depending on how often the report is scheduled to run.

Other ways to get report data

You can also email scheduled reports to your contacts, or pull data with the NextCentury API.

Open the FTP settings

In the Web Portal, open the Home menu and select API.

Select the FTP Info tab at the top right.

Select Edit Settings.

NextCentury web portal API page, FTP Info tab, with numbered red circles. 1: API, selected in the Home menu on the left. 2: the FTP Info tab, at the upper right next to Simplified API and Reference. 3: Edit Settings, below the form. The form shows Protocol (FTP), Server Address, Desired Root Path, FTP Username and FTP Password, with a Test Connection button at the bottom.

Enter your server details

Choose the Protocol: FTP or SFTP.

Fill in your server details:

Server Address: your server's address, for example my-server-address.com.
Desired Root Path: the folder on your server that reports go into, for example ~/DailyReads.
FTP Username and FTP Password: the sign-in for your server.

Select Save Settings.

The FTP Info form being edited, with numbered red circles. 1: the Protocol drop-down, set to FTP. 2: a red bracket around Server Address (my-server-address.com), Desired Root Path (~/DailyReads), FTP Username and FTP Password, filled in with example details. 3: the blue Save Settings button, next to Cancel. Test Connection is below.

To check the connection, select Test Connection.

Then choose which reports to send: when you schedule a report, check FTP Upload under Delivery.

How reports are organized

Reports go into a folder for the property's management company, then a folder for the property, inside your root path:

Root path / Management company / Property name / Report.csv

Every report scheduled for a property goes into that property's folder. For example:

Report folders on an FTP server, in a file browser's column view. From left to right: Root Directory; then two management company folders; then the property folders inside the first company folder, PropertyA and PropertyB; then the reports inside PropertyA, TodaysReport.csv and YesterdaysReport.csv.

Report file names

Each file is named after the report's title, which you set when you create a custom report. A title that says what the report covers, like the property or date range, makes the files easier to find.