Overview
Glide’s Scheduled Reporting feature enables financial institutions (FIs) to automate report generation and delivery to their SFTP server, ensuring timely access to key data without manual intervention. This feature allows FIs to receive reports on a scheduled basis.
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How Scheduled Reporting Works
Once enabled, Glide will automatically generate and send selected reports to the FI’s SFTP server at a predefined time and frequency. This eliminates the need for manual report downloads and ensures that teams have up-to-date information readily available for analysis and compliance.
How to Request Scheduled Reporting
To enable Scheduled Reporting, the FI must submit the following information to their Customer Success Manager (CSM):
Required Information
Field | Description | Example |
Report Name(s) | Specify the reports you want to schedule. | Submitted Applications, Funding Breakdown, Funnel Report, Transactions |
Time (Include Timezone) | The time when the reports should be generated and sent. | 7:00 PM ET |
Frequency | How often the reports should be delivered (Options: Daily, Weekly, Monthly. Specify if weekends and/or federal holidays should be included) | Every Monday not including federal holidays |
Destination (SFTP Path) | The exact folder path in the SFTP server where the reports should be stored. (Must be the same SFTP server used for document storage. | /reports |
💡 Note: If the specified folder does not exist in the SFTP server, our engineering team will attempt to create it.
Next Steps After Submitting Your Request
FI submits request – Provide the required details to your CSM.
CSM processes the request – Our team will configure scheduled reporting based on the submitted information. Enabled scheduled reports takes 5 - 7 business days.
Glide sets up the reports – Glide will ensure reports are sent to the designated SFTP path.
Confirmation & Testing – Once set up, the FI will receive a confirmation, and the reports will start generating as scheduled.
For any issues or modifications to the scheduled reports, please contact your CSM or Glide Support Team via our help center.