Recurring Reports-Revised Reporting Tool available February 2025!

Note: This article is for the new reporting tool, which is currently being rolled out in phases. It is not yet available to all users, but will start being available by request in February 2025. To request access to the new reporting tool please complete This Form! If you do not have access to the new tool, you can refer to the current reporting tool help article.

Schedule Recurring Reports

The ‘Schedule 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 Daily, Weekly, Biweekly, Monthly, or Quarterly basis. 

• The starting date and delivery time can be customized to allow you to choose when your week, month, or quarter should start. Times are based on the time zone set in your Account Settings.

Select the frequency using the Date Range drop down then select the Schedule recurring report check box to open the First Report date selection and Delivery Time options.

Choose when you want to start receiving your report with First Report and Delivery Time. 

Choose your preferred Delivery Method.

Email

Enter the Email Recipients in the entry box.

• To add more than one email separate each email with a comma until they show in a blue box.
• To remove an email click the "X" by the email address to be removed.

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 your SFTP 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.