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How to specify FTP location in Bold BI dashboard schedules

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When scheduling dashboards in Bold BI, you can export the dashboards to an FTP, FTPS, or SFTP location by configuring the respective server credentials. This can be done by entering the complete path in the Host field, Username field, and the Password field.

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Steps to Specify FTP Location

  1. In the Schedule dialog, locate the Host field.
  2. Provide the complete path to the desired directory by entering the hostname followed by the directory name, like {Hostname}/{directory name}.
  3. Provide the username and password details in the schedule dialog as well, and then create the schedule.
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You need to mention the respective protocol in the URL like below in the Host name filed,

  1. For FTP => ftp://{domain_name or ip}/{directory name}
  2. For SFTP => sftp://{domain_name or ip}/{directory name}
  3. For FTPS => ftps://{domain_name or ip}/{directory name}

Once the schedule has been run successfully, you can ensure that the scheduled dashboard is exported to the provided FTP location.

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Additional References

Please refer to the link to learn more about Dashboard Schedules in Bold BI.

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DG
Written by Dhivyabharathi Govindaraj
Updated
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