Scheduling reports through an FTP schedule

As a reporting user, if you are assigned multicast permissions, you can schedule reports to be sent through an FTP server.

Do the following:

1. Log in to TrueSight Smart Reporting - Platform as a component administrator.
2. Open the report that you want to broadcast, and click  on the main navigation bar.
3. Ensure that the report is not in the Draft state.
4. Click Create New and select FTP Schedule.
5. Enter a file name (no file extension required). 
6. Select the format that you want the report to be sent as. Depending on the report type, the following options are available:
   • HTML
   • PDF—Use the Secure PDF checkbox to password-protect your PDF files. You can specify a password yourself, use the one created when exporting the file, or use a default password generated by the system. You can also use the Append Broadcast Date checkbox to include the current date in the document name.
   • CSV—Use the Append Broadcast Date checkbox to include the current date in the document name.
   • DOCX —Use the Append Broadcast Date checkbox to include the current date in the document name.
   • XLSX—Use the Append Broadcast Date checkbox to include the current date in the document name.
   • Text—Use the Append Broadcast Date checkbox to include the current date in the document name.
7. In Server Address, specify the address of the server where you are uploading the report.
8. In Server Directory, specify the directory where you want the report to be sent to on the server.
9. In the User Name and Password fields, specify the user name and password of the server that you are accessing.
10. If your report contains filters, select the filters in the User Prompts Filters field.
    • Default Filter Values
    • Current Filter Values
    • Bookmarks
11. Select one of the following delivery types:
    
    • Continuous Schedule—The report is always be delivered based on the selected schedule. 

    • Alert-based broadcast—The report is delivered based on the selected schedule, if the results match the alert rules.

      Do the following to add delivery rules:

      1. Click Add Alert Delivery Rules.
      2. Create a rule based on one of the following conditions:
         • One or more rows must match. For example, is there a transaction less than $1000.
         • Aggregate against entire result set. For example, are the total sales less than $100000.
      3. Click Add Field and select the field that you want to apply the condition on. You can add multiple conditions.
      4. Click Submit. The rule is displayed on the Broadcast window.
12. Select the frequency according to your requirements. 
13. Click Advanced Settings.

1. • Timezone—Set the delivery timezone.
   • Limit Schedule Period—Limit the schedule to run only within a set period.
   • Failure Notification—Define an administrator user to be notified if the broadcast schedule fails.
2. Click Submit to list the broadcast.