Hi everyone, I’m Elvin Torres-Alicea from the Docebo Support team and I would like to share this informational guide on - How to export platform reports to a given FTP/SFTP.
The guide will assume that you already have knowledge of your current FTP/SFTP credentials, have the automation app installed and have your desired report created on the LMS.
Note: If you have thousands of records in the platform, this is not an ideal option. It is recommended to export reports with thousands of records manually, as the time it takes for the automated rule to trigger is directly linked to the number of records in the report.
Please see the attachment’s section below to download the document.
Automation rules knowledge base:
Feedback/Questions
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How to export platform reports to a given FTP/SFTP
- Sign in your Docebo Learn LMS via your login method of choice
- Navigate to the ⚙️ Admin Menu on the top right of the LMS
- Select the Manage option under the Automation application
- Select New Rule to create the automation rule
- Give your Automation a Name and a Description
- Select Next when completed
- Select Schedule Rule and determine when the rule will execute. Example: Daily at 10 AM
- Select Next to continue the configuration
- For the IF condition of the Rule, select the report type of your choice (Legacy vs New Report)
- Once you select the rule, select the Report you want to export and select Save Changes
- Once you save your rule changes, select Next to continue
- For your THEN action, select the Export to CSV option
- This option will auto-expand, allowing your to enter you FTP/SFTP information. Determine the Folder where you want Docebo to place the report and the Name you wish to use for the file
- Once you complete the information, you can modify the schema of the export by selecting the Export Schema option. This will allow you to modify the row headers of the report you are exporting if you need to export the report with different column names
- After defining the Export Schema, select Save Changes. Select Save Changes again for the FTP/SFTP configuration
- Select Next
- Save the automation rule using the 2 options available
Select one of the two options to Save
- Once the automation job has executed executed, the report selected to export should be inside the directory of choice when the job completes
