Export a report to your own FTP or SFTP location
You can choose to place a report in a predefined location via the export settings. After setting this up, Omnia will automatically upload the report to your FTP or SFTP on the preselected days and times.
You can find settings at Exports > Reports > Export of Specific Report You’ve selected
You can select the FTP or SFTP option from the dropdown menu. After selecting the format, enter the location and login credentials in this section. Finally, you choose the preferred file format. Please note that you might need to whitelist our IP addresses before we can place a file at your (S)FTP location.
Using a filename with a timestamp
If you would like to put a timestamp in the filename, you can use the today formula. An example:
Price_Advice_report_' + Today('yyyy-MM-dd HH:mm:ss',0,0,0,0) + '
Use public key authentication
For enhanced security, you can use public key authentication. Simply check the 'Use public key authentication' box and upload your key to Omnia. Our tool will then use this public key to access the SFTP, ensuring only authorized users can access it.