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.

Reports exceeding 15 MB cannot be delivered via email.
- Check Status Sooner: While error notifications via email may take up to an hour, you can check the report's sending status more quickly in the sent reports area (Manage > Sent Reports).
- Failed Email Delivery: If a large data set sent via email was not received, you have two alternatives:
  1. Adjust the report parameters to reduce the data set size and resend it.
  2. Use alternative send options that support larger file sizes, such as SFTP or Google Drive.
The size limit for a single report sent via SFTP or Google Drive is 500 MB. If a report exceeds this limit, it will not be delivered, and this event will be recorded in the sent reports area (Manage > Sent Reports). To ensure successful receipt, try reducing the report output size by either narrowing the selected time frame or applying additional filters.
If your organization has a firewall-enabled SFTP, you may run into issues with sending report data via SFTP. If so, then you need to whitelist Savvas's IP address to be able to send Momentum reports via SFTP. Contact your network administrator for more information.

Send To Email, Secure File Transfer, or Google Drive

Select a report under the Reports header. Next, enter or select any necessary filter parameters.

You have two options for generating the report:
1. Select (Send): This option immediately sends the report output file with the selected filters.
2. Select Run Report: This option first displays the report output for your review. After viewing, you can then select the (Send) option to create and send the report output file using one of the available delivery options.
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.
For applicable reports, choose an export format
To send the report data via Email, complete the following steps:
1. Select Email under Send To.
2. Enter one or more email addresses. Use semicolons (;) 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 send the report data via Secure File Transfer, complete the following steps:
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.button.

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