Setting Up Scheduled FTP Export of Custom Report

In order to schedule the export of a custom report by FTP, the custom report must first be exported from the Report Builder by FTP without the scheduler. For instructions, go here.

Before opening DeskManager, right click the DeskManager icon and select Run As Admin, then a window may pop up asking you to confirm that you’d like to run DeskManager as an admin, click Yes and DeskManager will continue opening, then log in.

At the top of DeskManager click Tools, then select Task Scheduler, a new Task Scheduler window will open.

At the top, select the Scheduled Task Type as Export/FTP Report.

Now that the schedule is created, click Create Scheduled Task and a new window will open.

Select the custom report to export by clicking the dropdown menu next to Report ID and clicking the appropriate report. Here you will enter the information provided by the FTP recipient (including the File Name, the File Path, FTP Host, FTP Host Directory, Login Name, and Password). Once that is entered correctly, click OK at the bottom of the window.