Burst Fusion Financials BI Report to SFTP

Bursting a Fusion Financials BI report and delivering it to an SFTP (Secure File Transfer Protocol) server involves several steps. Bursting refers to the process of splitting a report into smaller parts and delivering them to different destinations based on specific criteria. Here’s a general outline of how you can achieve this:

1. Create the BI Report:

   • Begin by creating the Fusion Financials BI report that you want to burst. Ensure that it contains the necessary data and formatting for your requirements.

2. Configure Bursting Criteria:

   • Determine the criteria for bursting the report. For example, you may want to split the report by department, region, or any other relevant attribute.

3. Configure Delivery Options:

   • In your Fusion Financials BI reporting tool, configure the delivery options. Specify that you want to deliver the report output to an SFTP server.

4. Set Up SFTP Connection:

   • Provide the necessary details to establish a connection with your SFTP server. This includes the server address, port, username, password, and any encryption settings required.

5. Define Bursting Rules:

   • Define rules that specify how the report should be split and delivered. These rules should align with the bursting criteria you established earlier. For example, you might configure rules to send each department’s data to a specific folder on the SFTP server.

6. Schedule Bursting:

   • Set up a schedule for bursting the report. Specify when and how often the report should be burst and delivered to the SFTP server.

7. Test Bursting:

   • Before deploying the bursting process in a production environment, conduct thorough testing. Ensure that the report is split correctly, and the segments are delivered to the SFTP server as expected.

8. Monitor and Debug:

   • After deploying the bursting process, monitor it to ensure it runs smoothly. Implement logging and error handling mechanisms to address any issues that may arise.

9. Automation (Optional):

   • Consider automating the bursting and delivery process by using scripting or scheduling tools to reduce manual intervention.

10. Documentation:

    • Document the bursting configuration, including the criteria, rules, and SFTP server details, for reference and future maintenance.

11. Security Considerations:

    • Ensure that your SFTP server setup is secure, and data transmission is encrypted to protect sensitive financial information.