FYI: Enhanced Security for Custom Report Delivery – What You Need to Know
To better protect sensitive data and simplify how you receive your custom reports, Total Expert is rolling out a new Secure URL Delivery process for custom reporting requests starting May 19, 2025.
What’s Changing?
Instead of receiving custom reports through email or other mechanisms, now all custom reports will be accessed via a secure URL requiring authentication to the TE platform. This new approach significantly improves data security and minimizes the risk of unauthorized access.
What This Means for You
- Improved Security – Your report will only be accessible to users from your organization and will require you to log in to your Total Expert account.
- Seamless Access– Simply click the secure link to begin the download. If multiple files are included, they will be delivered in a convenient ZIP file.
- If you are not already logged in to the TE platform, then you will be asked to log in, and then the download will start.
- Simplified Process – There are no changes to how you request reports. You will continue working with your CSM or TAM as usual.
How It Works
- You will receive a secure link (for example, totalexpert.net/data/download/<unique_id>) from your Total Expert representative.
- Click the link and log in, if you are not already.
- The system checks that you are part of the correct organization. If so, the report downloads instantly.
Note: If you are unable to access your report, make sure you are logged in to the correct organization as specified in your original request.
Additional Notes
- Reports are tied to organization IDs to ensure secure access.
- Only ad hoc custom reports are included in this release. Recurring and scheduled reports will continue to be delivered as they have been previously.
For questions or troubleshooting, your CSM or TAM is here to help.