Scheduling SFTP deliveries

You can schedule periodic delivery of a dashboard, a Look’s visualization, or a Look’s data to an SFTP server. This is a good method of delivering data when your results are too large to send via email. When you choose this option, Centricity will prompt you for the SFTP server address, user name, and password, as described below.

To receive SFTP deliveries from Centricity, be sure your network admin has added Centricity’s IP addresses to your SFTP server’s IP allowlist or inbound traffic rules.

Depending on how your Centricity admin has configured your permissions, the default delivery destination may be email, and this setting may not be visible.

Creating and editing schedules

Centricity will prompt you with a pop-up window with your scheduling choices after starting a schedule. For those with permission, you will see the option to deliver to an SFTP server. The following sections explain the scheduling settings for SFTP server destinations. For a description of all scheduling options, see the main scheduling documentation page.

Naming your delivery

Name your delivery in the corresponding field at the top of the pop-up window. The title is used in the filename of the data delivery, and in any error emails that are sent to you in case of any problems delivering the data to your Amazon S3 bucket. The filename of the data delivery follows the format TITLE_TIMESTAMP_HASH, where HASH is a random six-character identifier and TIMESTAMP follows the pattern YYYY-MM-DDTHHMM (for example, the timestamp portion would look like 2020-10-31T0933 for October 31, 2020 at 9:33 AM).

Delivering to SFTP

In “Destination,” choose SFTP. Centricity will prompt you for the URL and login information for the server.

  • Address: The URL or IP address of the SFTP server to which you want to send your data. For example:
    sftp://files.centricityai.com/Marketing/In/
    or
    sftp://192.168.0.10/Marketing/In/

This example URL ends with the / character. This indicates that the file will be saved in a folder named In. If you leave out the trailing /, the file will be saved in the Marketingfolder, and "In" will be prepended to the filename. You must have write access to the folder in which you want to create the file.

  • Username and Password: Login credentials for the SFTP server

SSH private key credentials are not currently supported. Centricity stores SFTP fingerprints for your SFTP server. If you encounter errors with your SFTP delivery, it could indicate that the SFTP fingerprints are invalid. In this case, contact your Centricity admin.

Learn more about other types of data delivery on the respective page for each destination option: emailAmazon S3 buckets, applications using a webhook, or one of several integrated services.

Formatting the data

Select your desired data format in the corresponding field. Options for dashboards and Looks are listed below.

Formats for dashboards

  • PDF: The dashboard in PDF format. The default layout displays tiles as they are arranged in the dashboard, but other layout and sizing options are available under “Advanced Options.”

  • Visualization: The dashboard visualization in a single image file. The default layout displays tiles as they are arranged in the dashboard, but other layout options are available under “Advanced Options.”

  • CSV ZIP file: The unformatted data from the dashboard delivered as a collection of comma-separated values (CSV) files in a zipped directory.

Formats for Looks

  • CSV: The data table as a comma-separated text-file attachment.

  • XLSX: The data table as an Excel file attachment.

  • JSON — Simple: The data table as a JSON file attachment. In this format, Looker uses a dimension or measure’s field name as its rendered value rather than the field’s label.

  • JSON — Detailed, Inline: The data table submitted directly in JSON format, with additional details such as field metadata, cache information, the time when the query was completed, and how long it took the query to run. In this format, Looker uses a dimension or measure’s field name as its rendered value rather than the field’s label.

  • Text: The data table as a tab-delimited text-file attachment.

  • HTML: The data table as an HTML file attachment.

Applying filters to the delivery

If you deliver a Look or dashboard with filters, you can filter the results delivered to each set of recipients. For example, you might send regional teams results filtered for their states or counties of interest.

Changing the filter options in the Send or Schedule windows does not change the filters of your Look or dashboard, only the data deliveries you’re editing.