How to schedule a report to be pushed into an SFTP folder in uKnowva HRMS?

The Schedule Report feature in uKnowva HRMS is a versatile tool designed to automate the delivery of reports.

While it allows you to email reports, it also provides the option to push them directly to an SFTP folder. This functionality is especially beneficial for organizations that require secure and seamless transfer of data to external systems, partners, or backup servers.

By scheduling reports to be sent to an SFTP folder, you can eliminate manual processes, reduce errors, and ensure that sensitive information is shared in a secure, encrypted environment.

This feature is ideal for scenarios where data needs to be integrated into third-party systems, stored for compliance purposes, or shared with external stakeholders.

With a few simple steps, you can configure uKnowva HRMS to automate this process, saving time and maintaining the accuracy and integrity of your data.

Below is a detailed guide to help you schedule a report to be pushed into an SFTP folder.

Step 1: Access the Reports Interface

Navigate to the left-side panel on your home page. Then, locate and click on the Reports menu.

A new interface will open, displaying the list of available reports.

Step 2: Selecting, Searching, or Adding a Report to Schedule

Select an existing report from the list visible to you on the Reports page.

If in case, you do not see any report there, contact your administrator or reporting manager for granting you the access.

Use the Search field to quickly find a specific report.

Or click on the + Add New Report button to create a new report.

Enter all the required details for the new report, including:

Report name and type.
Data fields and filters to include in the report.

Step 3: Enable Scheduling for an Existing Report

Select the report you want to schedule from the list. Then, click on the Edit Report option at the top of the page.

Open the Settings menu.

Find the field: Schedule Report?

Toggle the switch to Yes. Once you enable this, a pop-up window will appear to configure the scheduling details.

Step 4: Configure the SFTP Settings

When the scheduling pop-up opens, follow these steps to push the report into an SFTP folder:

1. Select How to Send Report:
From the dropdown menu, choose SFTP as the delivery method.

2. Enter Scheduling Details:

Select Day and Month: Specify when the report should be sent. Options include specific days, every day, or a custom schedule.
Select Time: Choose the exact time for the report transfer.

3. Add More Emails (Optional):
If any email alerts are required alongside the SFTP push, you can add recipients here.

4. Enter SFTP Configuration Details:
To push the report into an SFTP folder, provide the following details:

SFTP Host: Enter the hostname or IP address of the SFTP server.
Port Number: Specify the port used for the SFTP connection. The default port is usually 22.
Username: Enter the username authorized to access the SFTP server.
Password: Provide the password for the authentication.
Target Folder Path: Specify the folder on the SFTP server where the report should be uploaded. Ensure the folder path is correct to avoid errors.
File Name: Optionally, define how the file should be named.

Column Separator: Choose the separator for columns in the report file. Options include a comma (,) or any other separator as required.
File Extension: Select the desired file extension for the report from the drop-down menu. Options include .csv and .txt.
Include Headers: Decide whether to include headers in the report file. Options include Yes or No from the drop-down menu.

Step 5: Save the Configuration

Once all the required fields have been filled, click the Save button to confirm the scheduled report settings. Your report is now configured to be automatically pushed into the designated SFTP folder at the specified schedule.

Step 6: Testing and Verification

Once you’ve scheduled the report, it’s a good practice to verify the configuration by testing the SFTP connection. You can:

Generate a smaller report to test the delivery process.
Check the SFTP server to ensure the report is uploaded to the correct folder with the correct formatting.

Conclusion

The ability to push reports into an SFTP folder in uKnowva HRMS offers a secure, automated way to transfer data.

With the added flexibility of customizing file formats, separators, and headers, this feature ensures seamless integration with external systems and meets diverse reporting needs.

Follow the above-mentioned steps so you can streamline your data-sharing processes and maintain data security and accuracy in your dedicated uKnowva HRMS portal easily.

In case you face any problems, then please write to This email address is being protected from spambots. You need JavaScript enabled to view it., our awesome support team will surely help you!