Set up SFTP Transfer


  • Property

  • Delivery Method

  • General


  • Click SFTP

  • New

  • Create name and description


  • Highlight the one you created and choose config

  • Fill in information you received from d2o (this will be communicated by d2o)

  • Ok and you are finished, run validate and ask if D2o received a test file.

Next step is to add SFTP to all reports you created


  • Highlight report

  • Choose distribution list

  • NEW

  • Choose SFTP

  • In drop down meny, choose SFTP upload you created in delivery method

  • Click ok, and report should be ready to go.

  • Run report manully to check if they receive

Unlock your full potential!

Power your team with PMI.

Manage your productivity in new and insightful ways!