✔Open the report that needs to be scheduled.
✔Click the button.
✔Select how often you want to run the report like Hourly, Daily, Weekly, or Monthly, and proceed to the next step. Click on Save and continue.
✔Pick the date & time when the reports need to be delivered. Click on Save and continue.
✔ Select the FTP tab and click on Add FTP account.
✔ Fill in the credentials of your FTP account. Entering the Private Key is optional.
✔Select the directory in which you want to receive and store the reports and enter your port number.
✔ Passive Mode: It is enabled by default. Some of the customers use FTP in active connection mode. To resolve the issue permanently, we recommend that you switch to passive mode. You can ask your FTP provider to set up the FTP to accept the connection in passive mode.
To learn more on passive mode, you can click here.
✔Select a connection mode and Click on the 'Test Connection' button and check the result as shown below. If the result is 'Success', click the 'Save and Update' button.
If the result is 'failed' or anything else, it can be due to multiple reasons.
You might have to whitelist Data Export's IP Address
Public IP Address 126.96.36.199
Private IP Address 172.31.36.202
You might have chosen the wrong directory path.
You might have a chosen a different Port Number, apart from 20 or 21.
You might have typed an incorrect password.
If you still aren't able to connect, kindly contact us, and we shall help you set it up.
In Passive Mode, the FTP client still initiates a command channel connection to the server. However, instead of sending the PORT command, it sends the passive command, which is basically a request for a server port to connect to, for data transmission. When the FTP server replies, it indicates what port number it has opened for the ensuing data transfer. Here's how passive mode works in a nutshell:
The FTP client connects from a random port to port 21 on the server and issues the PASV command. The server replies, indicating which (random) port it has opened for data transfer.
The FTP client connects from another random port to the random port specified in the server's response. Once the connection is established, data transfers are made through these client and server ports.