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Access download reports

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We are able to schedule daily download reports for specified files and currently have them emailed to us.

 

Is it possible to copy the reports from their folder in the cloud?

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Re: Access download reports

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Andy,

That's correct.  There is no option to automatically save them to a location within FNO.  The report may be shared so that users can run it as needed.  If the report is scheduled it may be delivered to users via email or to their Reporter Inbox (requires the user to login to FNO and access Reporter).

Regards,

Andrew

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Re: Access download reports

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Do you just want to run the reports from the Reporter UI and save as Excel or CSV instead of receiving an email?  If so, then the answer is yes.  If not please explain further so that we may better understand what you are trying to accomplish.

 

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Re: Access download reports

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Hi Akline

Yes, that is what we want to do. We have set up the reports to run daily from the Reporter UI and rather than emailing them to us, we would prefer to be able to download them directly.

Cheers,

 

Andy

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Re: Access download reports

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Andy,

I thought of two ways to do this.

1.  Save the report to the shared folder in Reporter and then any user who goes to Reporter may access and run the report.

2.  Stop the current scheduled report and schedule it again.  This time instead of choosing email recipients, choose Inbox.  This will deliver the report to a list of Reporter Users' inboxes.  Each user may then login and find the report in their Reporter Inbox and download.

Regards,

Andrew Kline

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Re: Access download reports

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Thanks Akline. So am I right in thinking then that the results cannot be saved in a location in the FNO system for retrieval by another user?

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Re: Access download reports

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Andy,

That's correct.  There is no option to automatically save them to a location within FNO.  The report may be shared so that users can run it as needed.  If the report is scheduled it may be delivered to users via email or to their Reporter Inbox (requires the user to login to FNO and access Reporter).

Regards,

Andrew

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Re: Access download reports

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Just to clarify then, is it possible to save the report output to an ftp location, rather than it being emailed?

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Re: Access download reports

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Andy,

Reporter only has the options to email or send to a Reporter Inbox.  If you create a support case, there may be a way to do a data extract and deliver the file to an FTP location.

Regards,

Andrew

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