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Is it possible to include report(s) in CSV format for insight email notifications? 

Nov 21, 2016 11:55 AM

Q:

We have the email notification enabled for the scheduled insight reports. However, the notification only contains the PDF format of the report not the CSV

Is it possible to include report(s) in CSV format as well in the email notification?



A:

As of today email notification in the Insight report configuration is only available for PDF.

However CSV and PDF reports can also be exported to an external SCP or SFTP server by enabling remote copy in the report configuration.

 

We would need to configure "File Transfer Settings" under Administration and enable "remote copy" in the report configuration as shown in the below screenshots to export the CSV reports to an external server.

 

 

 

Note:  The option "Include raw data in output" should be enabled in the report configuration to generate the CSV reports.

 

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