Learn how to send a report from Sales Tax Filing using Secure File Transfer Protocol (SFTP).

1. After you run the report, hover over the report and click the Explore actions icon.
2. Click Send.
3. Enter a name for the report.
4. Select SFTP and fill in the SFTP details.
5. Select a format for the report.
6. To edit the report filters before sending the report, click Filters and make your changes.
7. Optional: Click Advanced options to open more settings.

   Limit

   The report in your browser window only shows up to 500 rows. If your report has a large amount of data, select All Results to make sure everything is included in the report. If your report has fewer than 500 rows, select Results in Table.

   Email options

   You can choose whether to include hyperlinks in the report. Include links is selected by default.

   Format options

   • Leave Apply visualization options selected.

   • Formatted data values is selected by default. To remove all data formatting, including rounding and special characters, clear this option.

8. Click Send.