File Manager
Overview
Access reports and export files in the File Manager.
Feature
Reports and other files generated from within the platform are saved to the File Manager. You can also use the File Manager as a secure location to share files for email Campaigns among your team.
Accessing the File Manager
The File Manager is accessed from the Reports menu. To open the File Manager page, go REPORTS > FILE MANAGER. Here are some details about the columns available in the File Manager:
File Type | An icon of the file type or folder. |
File Name | Click the File or Folder name to view the file or open the folder. |
Size | The size of a file. |
Date | The date the file was uploaded. |
FTP | Click the FTP icon to send a file to another location via FTP or SFTP. |
Rename | Click the Rename icon to rename a file or folder. This will display a small dialog where you can enter a new name. |
Delete | Click the X to delete a file or folder. You must delete all files from a folder before you can delete the folder itself. |
Uploading Files
To upload files to the File Manager:
Go to REPORTS > FILE MANAGER.
Click the Choose File button, to browse for and select files to upload. The selected file will appear in the File Queue below. You may select up to 10 files at one time for uploading.
Click the Upload File icon to upload the selected file(s).
Repeat this process if there are more files that need to be uploaded.
Accessing Files
To view the files in the File Manager, click the name of the file in the list. Some files cannot be viewed within the browser, and you will be prompted to save instead.
To download a file, right click the file and then select the Save option. A dialog box will appear allowing you to select a download location for the file. For Macintosh users, refer to your browser’s Help documentation for information related to saving files.
Creating a File Folder
Create folders to better manage files in the File Manager. To create a folder, enter a name into the Folder name text box and click the NEW folder icon. To upload a file into the folder, first select the folder, then begin the upload process.
System Folders
While some files like Contact Exports are stored in the root directory of the File Manger, others are stored in system folders. Those include the following:
archive | Individual tracking data for each realm is "rolled up" after a set period of time. That data is no longer accessible through Event Reports, and raw data is archived in this folder. |
raw_data | Files created through the Download Data wizard. |
reports | Files created through the Reporting features in the platform are stored in this folder. |
Any system folders that are deleted will be automatically recreated.
Case Sensitivity
The Media Manager is case sensitive for Folder and File names on Linux OS systems. It is possible to have two Files or Folders with same name if the case is different, such as:
Test AND
test AND
TEST
However, the Media Manager is case insensitive on Windows based OS systems. You cannot have two Files or Folders with the same name, no matter the case:
Test OR
test OR
TEST but not more than one
It is recommended that you do not create Files or Folders with the same name, regardless of case, to prevent confusion later when accessing your Files.