When scheduling a Report in Operate, as per the knowledgebase page on this feature, one can choose to where the report is to be sent.

Options for this include:

  • Email

  • AWS S3 Bucket

  • Microsoft Azure Storage Blob

If one selects the AWS S3 Bucket option from the Send To dropdown, the following fields mandatory fields are shown:

  • Access Token

  • Secret Key

  • Bucket Name

  • Key Name

The AWS account to be used needs to have permission to upload to the target folder of the S3 bucket in question.

If it is not possible to upload a file via the AWS UI, do not proceed as your account may need additional permissions.

The AWS account will also need to have an access key. To check this, in the AWS user interface, near the top right, click the dropdown showing your username and click My Security Credentials.

If no keys are listed under Access keys for CLI, SDK, & API access, click the Create access key button. An Access Key ID and Secret access key should be generated.

Click the Download .csv file button. Open the downloaded .csv file and copy the value in the Access key ID column into the Operate Schedule screen’s Access Token field.

Then copy the value in the Secret access key column into the Secret Key field.

In the Bucket Name field enter the name of the S3 bucket in to which the report is to be uploaded.

In the Key Name field enter the path to the bucket’s target folder (if it is a subfolder use forward slashes), e.g., folder1/subfolder2.

Once you have completed these steps, and have filled in the Repeated and When fields, then click on the Schedule button.

Carry on with the remaining steps in this knowledgebase page to view the list of scheduled reports.

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