📤FTP

File Transfer Protocol (FTP) is also one of the scheduling options available in Report Pundit. FTP is known to be one of the most secure ways to schedule your reports.

It is essential that you have basic knowledge of FTP before going through the following document.

📋 Steps to Schedule any Report through FTP

1. Open the report that needs to be scheduled

2. Click thebutton

1. Select how often you want to run the report like Hourly, Daily, Weekly, or Monthly, and proceed to the next step. Click the 'Save and continue' button.

1. Pick the time when the reports need to be delivered. Click the 'Next' button.

1. Select the FTP tab and click on Add FTP account.

1. Enter the credentials of your FTP account. Entering the Private Key is optional.

1. Select the directory in which you want to receive and store the reports and enter your port number.

Note: Kindly Contact us, If you want to connect through a different port, apart from 21 or 22.

✔️ Passive Mode: It is enabled by default. Some of the customers use FTP in active connection mode. To resolve the issue permanently, we recommend that you switch to passive mode. You can ask your FTP provider to set up the FTP to accept the connection in passive mode. To learn more on passive mode, you can click here.

✔️Select a connection mode Click on the 'Test Connection' button and check the result as shown below. If the result is 'Success', click on 'Save and Update'.

✔️If the result is 'failed' or anything else, it can be due to multiple reasons.

• You might have to whitelist Report Pundit's IP Address

  • Public IP: 54.245.198.171

  • Private IP: 172.31.10.79

• You might have chosen the wrong directory path.

• You might have chosen a different Port Number, apart from 20 or 21.

• You might have typed an incorrect password.

If you still aren't able to connect, kindly contact us, and we shall help you set it up.

🌟 That's it! Your FTP report scheduling is all set. Good job!