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Running SFTP Manual Export in Reports for Onboarding

We have the SFTP nightly export as a report that can be run within the Onboarding system. You can filter this report by dates and locations.

Navigating to Reports
  • Click Reports from the top menu bar of Onboarding.

    Onboarding_-_Admin_-_Reports.png

  1. Select the Generate Report link for the SFTP Report.

    ONB_-_Reports_-_02.png

  2. Enter the desired options for the report and click Export to Excel.

    ONB_-_Reports_-_Filters_-_02.png

  3. Your web browser will download a CSV copy of the report.
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