Automate Exports from Cards via SFTP

pstrauss
pstrauss Member
edited October 16 in Reporting Ideas

We have several use cases where we need to export report data that appears on cards in CSV or pipe-delimited formats and then deliver them to clients via SFTP or an AWS S3 bucket.

It would be amazing if there were a way to do the following:

1) Schedule exports of the data that is typically emailed as a CSV and send it to an SFTP or S3 destination instead

2) Configurable SFTP or S3 destination per card

3) Configurable delimiter per card

At present, the only way to accomplish this is to send scheduled emails with a CSV attached to a file management system that can accept uploads via email. There are other limitations to this method as well, including the 5MB size limit for email attachments, inability to set a delimiter, and security concerns about sending export data via email.

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