SchemeServe's SFTP (Secure File Transfer Protocol) reporting feature allows you to automatically send reports from SchemeServe directly to your own systems or third-party partners in a secure and reliable way.
This is ideal for businesses that need to regularly exchange data with external platforms, automate report delivery, or maintain a secure and auditable transfer process.
Why use SFTP reporting?
SFTP reporting helps reduce manual processes while improving reliability and security.
Key benefits include:
- Secure encrypted file transfers using SSH keys
- Automated report delivery with no manual downloads or uploads
- Easy integration with third-party systems and partners
- Consistent and scheduled delivery of reporting data
Common use cases:
- Transferring sensitive data via a secure and auditable method
- Sharing data regularly with external systems (e.g. claims providers, finance platforms, regulators)
- Integrating with partners who expect scheduled file delivery
- Replacing manual report handling processes
By using SFTP, your data is transferred using encrypted connections, ensuring higher security compared to traditional FTP.
How the process works
Setting up SFTP reporting typically follows these steps:
- You provide your SFTP server details
- SchemeServe configures the connection
- SSH keys are exchanged securely
- A test transfer is completed
- Reports are scheduled for automatic delivery
Information required for setup:
| Requirement | Description |
| Username | The username used to access your SFTP server |
| Host | Your server IP address or domain name |
| Port | Usually 22 unless configured differently |
| Virtual Directory | The folder where files should be delivered (for example /reports/) |
In-depth Setup
1. Prepare your SFTP server
Ensure your server is ready and accessible using the details above.
2. Share credentials with us
Provide SchemeServe with the required SFTP details so we can configure the integration.
3. SSH key exchange
- We will generate a public SSH key
- You add this to your server’s authorized_keys
- This enables secure, passwordless access
4. (Optional) Confirm the report name you'd like to use
By default, report files are sent with a dynamic, unique name to prevent overwriting, but we can force the report to send with a static name instead. There are 2 options for the name of the report sent:
Default Report Name |
The file name is made up of the report name, a timestamp, and a unique ID.  |
Custom Report Name |
Report name only, but all lowercase and underscores for spaces.
|
5. Connection test
We will send a test report and ask you to confirm it arrives correctly.
6. Schedule reports
Once confirmed, we will configure automated report delivery based on your requirements.
Important Notes
- Configuration is handled by our team (currently there is no UI for it)
- Reports are delivered via scheduled tasks
- Any changes (e.g. new reports, directories) will need to be requested via support
- We recommend confirming internally who will monitor incoming files on your SFTP server
FAQs
Do we need technical setup on our side?
Yes - you’ll need an SFTP server and the ability to add SSH keys.
Can we customise report frequency?
Yes - Reports can be configured to run at agreed frequencies depending on your requirements.
How do we know it’s working?
Before the integration goes live, SchemeServe will send a test file and confirm successful delivery with you.
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