salesforcereporting

Salesforce extract report to FTP location


I would like to extract a Salesforce report into a CSV file and drop it into my FTP location. I would like this as a nightly scheduled task.

Is there a straight forward way to do this in Salesforce?

Thanks.

Edit - I ended up using the dataloader to schedule a job in Windows to extract the information I wanted.


Solution

  • You can extract the report data to CSV either via the Analytics API or a direct to CSV URL - see Can report data be accessed programatically?

    You would need to use your programming tool of choice to extract the data and send it to the FTP server as Salesforce does not support FTP transfers.

    Incidentally, the Salesforce Stackexchange site is a great place to ask Salesforce specific questions.