FAQ: Setting Up SFTP Locations for Scheduled Reports

FAQ: Setting Up SFTP Locations for Scheduled Reports

Q: What is the purpose of setting up SFTP locations for scheduled reports?

A:  Setting up SFTP locations allows for the automated delivery of reports to a designated SFTP server within PeopleFluent Learning.


Q: Which PeopleFluent Learning version introduced the SFTP feature for scheduled reports?
A:  This feature was initially introduced in PeopleFluent Learning version 23.07.
Q: How do I define SFTP locations in PeopleFluent Learning?

A: To define SFTP locations:

  1. Go to Reports and click SFTP Locations.
  2. Click Create SFTP Location.
  3. Enter the necessary SFTP credentials and save.

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Q: How do I assign an SFTP location to a scheduled report?

A: To assign an SFTP location to a scheduled report:

  1. Go back to Reports.
  2. Click Scheduled Reports.

  1. Locate the scheduled report you wish to update.
  2. Open it, and under SFTP Transfer, select the SFTP location from the dropdown menu.
  3. Save the changes.
 

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