Send Report Data

Use the (Send) option in a report to send a one-time email, secure file transfer, or send the file to your Google Drive of the report's data for easy access outside of Realize Reports. The encrypted data is sent in CSV comma separated values format to an email address or to the SFTP Secure File Transfer Protocol folder, or Google Drive folder that you specify. Realize Reports uses secure email encryption to ensure school and student data is protected. If you select to email your report, you will be asked to confirm your identity before you can access the decrypted data.

Large data sets (over 15 MB) cannot be delivered via email. It may take up to one hour for an error notification to reach your email Inbox. If you emailed a large data set that was not received, you can resend it using the SFTP or Google Drive option.

Send To Email, Secure File Transfer, or Google Drive

After setting the filters and running the report data, select (Send).
Review the filtered report description under Send Report. If the data and/or filter selections are incorrect, return to the report's page and rerun the data using new filter selections.
Enter a descriptive Report Name for the filtered data.
To send the data via email:
1. Select Email under Send To.
2. Enter one or more email addresses. Semi-colons (;) between email addresses.
3. Add a message for the email recipients (optional).
4. Select Send Now.
5. Select OK in the Report Sent confirmation.
6. Check your email to confirm your identify and access the secured report data.
To securely transfer the data:
1. Select SFTP, under Send To.
2. Enter the SFTP URL address.
3. Enter your User Name and Password for the SFTP service.
4. Select Send Now.
To send the report data to Google Drive, complete the following steps:
1. Select Google Drive under Send To.
  1. If you are a first-time user, sign in with your Google account.
  2. Read the instructions and policies, and select Continue to allow additional access to Google integration.
  3. Tick the check box to allow Realize Reports to access the appropriate files. Select Continue.
    To revoke Realize Reports' access to your drive, you can make changes in your Google Drive settings. Once you do this, it's necessary to modify any active schedules to either re-authenticate with Google Drive or opt for an alternative delivery method.
2. Use the Google file picker to select the destination you would like Realize Reports to send your file.
3. Select Send.

To view the info and status of sent reports, select Manage, and select Sent Reports.