06. Reporting - Data Endpoints

Automatically deliver scheduled reports to external storage locations like Amazon S3.

Data endpoints let you configure external storage locations where scheduled reports are automatically delivered when they run. Instead of receiving reports only by email, you can have them uploaded directly to your own cloud storage - ideal for automating data workflows, archiving report history, or feeding data into other systems.

Data endpoints requires the Report publishing feature to be enabled for your company. Contact your account manager to request access.

1. Navigate to Data Endpoints in the admin panel

2. Click Create data endpoint

3. Enter a Name for the endpoint (e.g. "Production Reports Bucket")

4. Select the Destination type

5. Enter the required credentials

6. Optionally set a Directory path within the storage location

7. Click Save

Currently, Amazon S3 is the supported destination type. The following credentials are required:

Ensure that write access is enabled on the S3 bucket for the credentials you provide. The system needs permission to upload files to the specified location.

Credentials are stored securely using encryption and are never exposed in the admin interface after creation.

Once you've created a data endpoint, you can assign it to any scheduled report:

1. Create or edit a scheduled report

2. In the Destination section, choose where the report should be delivered:

• Email - sent to the configured recipients only

• Data Endpoint - uploaded to the selected endpoint only

• Both - emailed to recipients and uploaded to the endpoint

1. If using a data endpoint, select the endpoint from the dropdown

2. Save the scheduled report

When the report runs on its schedule, the generated file is automatically uploaded to the configured endpoint in the selected format (CSV, PDF, XLSX, etc.).

After setting up a new endpoint, you can dispatch a report immediately using the Dispatch to endpoint now button to verify the connection is working before relying on it for scheduled deliveries.

The data endpoints list shows all configured endpoints with their status:

• Active - the endpoint is being used by at least one scheduled report

• Inactive - the endpoint exists but no scheduled reports are currently using it

You can edit credentials and settings for existing endpoints at any time. Deleting an endpoint is only possible if no upcoming scheduled reports are using it - reassign those reports to a different endpoint or switch them to email-only delivery first.

Deleted endpoints can be restored if needed.

Set up reports to run automatically on a schedule.

Build the reports you want to publish to data endpoints.

Understand the reporting system and available report types.