How To: Upload Reports to a Specific FTP Folder on a Regular Basis
Table Of Contents
Khaos Control can automatically generate and upload Data Query reports to a specified FTP or FTPS location. This is useful when regularly exporting data to third-party systems, websites, reporting platforms or external partners.
Important: Data Query is an advanced user feature.
Important: Before this functionality can be used, a scheduled server task must be configured on your server to trigger the upload process. Please contact the Development team to arrange this.
Before You Start
Ensure that:
- The required SQL/Data Query report already exists.
- FTP or FTPS access details have been provided by the recipient.
- The scheduled server task has been configured by Development.
Configure an FTP Report Upload
- Open the Reports screen by clicking the printer icon in the menu button area.
- Locate the report you want to upload automatically.
- Select the report.
- Click the Trigger button.
- Configure the trigger schedule as required.
- Tick Send Immediately.
- Tick the FTP checkbox.
- Click the FTP Settings button.
- Enter the required FTP connection details.
FTP Settings
| Field | Description |
|---|---|
| Host | The FTP server address or IP address. |
| Username | FTP account username. |
| Password | FTP account password. |
| Folder | Destination folder on the FTP server. Leave blank to upload to the root folder. |
| Passive | Tick if the FTP connection requires passive mode. |
| SSL | Tick if the connection uses FTPS (secure FTP). |
Example
| Setting | Example Value |
|---|---|
| Host | ftp.yourcompany.co.uk |
| Username | report_user |
| Password | ******** |
| Folder | Reports/DailyExports |
| Passive | Enabled |
| SSL | Enabled (if using FTPS) |
- Click OK to save the FTP settings.
- Click OK again to save the Email Trigger configuration.
How It Works
Once configured:
- The scheduled server task runs at the configured interval.
- Khaos Control generates the selected Data Query report.
- The report is exported automatically.
- The exported file is uploaded to the specified FTP or FTPS location.
No manual intervention is required once the process is fully configured.
Tips
- Use FTPS (SSL enabled) whenever supported for improved security.
- Test FTP credentials before putting the process into production.
- Ensure the destination folder exists and the FTP account has write access.
- Confirm with the recipient what file format and naming conventions are required.
- Periodically verify that uploads are completing successfully.
Troubleshooting
Upload Does Not Occur
Check:
- The scheduled server task has been configured.
- The trigger is active.
- FTP credentials are correct.
- The destination folder exists.
- Firewall rules allow FTP/FTPS connections.
Authentication Errors
Check:
- Username and password are correct.
- The FTP account has permission to upload files.
- SSL settings match the server requirements.
Files Upload to the Wrong Location
Verify:
- The Folder path has been entered correctly.
- The FTP account's default directory is understood.