Rosterfy provides a function for customers who want to automatically send reports to their own servers.
To set up your report scheduling successfully, please follow these steps:
1. Go to Reports
Navigate to the Reports section of your Rosterfy account via the navigation bar. Once there, you will have access to create or update reports.
2. Within the 'When' column, select 'Schedule for Later'
Within the create/update Report interface, locate the 'When' column. Here, you will find the option to schedule your reports. Click on the checkbox to 'Schedule for Later.'
This option allows you to set a specific date and time for the report to be generated and sent, rather than generating it immediately.
3. **Select FTP or SFTP**
After choosing to schedule for later, you will need to specify how you want to transfer the report. Select either FTP (File Transfer Protocol) or SFTP (Secure File Transfer Protocol) based on your organization’s security requirements and preferences. SFTP is generally recommended for sensitive data due to its enhanced security features.
4. **Enter the relevant details**
You will now be prompted to enter the necessary information for the chosen transfer method. This includes the server address, port number, username, and password for your FTP or SFTP server. Ensure that all details are correct to avoid any issues with the report delivery. Double-check the server settings to ensure that they align with your network's configurations.
*Note - For network security purposes, you will need to provide Rosterfy with your IP address before accessing this service. This step is crucial to ensure that your connection is secure and authorized. To submit your IP address or if you have any questions, please contact our support team at support@rosterfy.com. Our team is here to assist you with any inquiries and to help facilitate a smooth setup process.*