Recurring Reports

Note: This article is for the old reporting tool, which is currently being phased out. If you have access to the new tool, you can refer to the new reporting tool help article.

The Recurring Report setting lets you receive data from a report by email or SFTP automatically on a regular schedule. You can receive your Recurring Reports on a Weekly, Monthly or Daily basis. 

Weekly Reports are delivered Monday mornings and are from 00:00:00 AM Monday to 23:59:59 PM Sunday based on the time zone set in your Account Settings.

Monthly Reports include data from 00:00:00 on the first day of the month to 23:59:59 on the last day of the month based on the time zone set in your Account Settings. Monthly Reports are delivered on the second day of the following month.

Select the frequency by select the Date Range drop down

Select the Recurring check box to select the delivery method. 

Enter the Email Recipients in the entry box. Click Save when finished. 

SFTP

Recurring Reports can be uploaded to an SFTP account on your server. The first step is to work with your IT team to be sure your SFTP account is set up and configured correctly. Once that's done, you can add your SFTP credentials in the Report section in FuelCloud:

Server

The IP address of the server where you FTP account is located. This is generally in the format 123.123.123.123

Username

The username for the SFTP account on your server.

Password

The password for the SFTP account on your server.

Port

The default port for SFTP is 22. If this isn't working for you, check with your IT team to see if they've changed this from the default.