Add a New Data Extract Job Using a Custom Report Template

A custom report data extract job uses an already existing Custom Report template to create a data extract job that is scheduled to run at a specified time interval and transmit data to a remote Secure File Transfer Protocol (SFTP) location.

1. Click Data Extract

  1. On the Icon Bar click the Admin button.
  2. Click Configuration to expand the menu, then click Data Extract.

2. Click Add Report

  • Click Add Report.

3. View Custom Reports List