Delivering Report Builder Reports to Azure Blob Storage Follow

Overview

Azure Blob Storage delivery allows Report Builder reports to be delivered directly into an Azure Storage Container.

This is achieved by:

1. Creating an Azure credential within Credential Manager.
2. Selecting that Azure credential as the report delivery destination in Report Builder.

Once configured, Convertr will generate the report and automatically deliver it to the specified Azure Storage container.

Prerequisites

Before configuring Azure Blob Storage delivery, you will need access to:

• Azure Storage Account
• Azure Storage Container
• Azure App Registration with access to the Storage Account

You will also need the following values from Azure:

• Storage Account Name
• Container Name
• Client ID
• Client Secret
• Tenant ID

This document explains how you can extract the above information from Azure and configure them within the platform to be able to send reports generated by the Report Builder, to your desired storage location within Azure.

Step 1: Creating an Azure Credential

Navigate to: Enterprise > Credential Manager

Select 'Add and choose: 'Type' as 'Azure' from the dropdown.

The following Azure-specific fields will be displayed.

Naming Recommendations

The 'Name' field is used when selecting the Azure destination in Report Builder. We recommend using meaningful names such as:

'Azure Reporting - Revenue Reports'

'Azure Reporting - Monthly Reports'

This makes it easier for report creators to select the correct destination.

Finding the Required Values in Azure

Storage Account Name

Log into the Azure Portal, go to Storage Accounts, select 'Storage Account' and copy the Storage Account Name.

Container Name

Within the Azure Portal, go to Storage Account and select 'Containers' and copy the Container Name that should receive the reports.

Client ID

In the Azure Portal, go to:

Microsoft Entra ID → App Registrations → Your Application

Copy the Application (client) ID

Tenant ID

From the same App Registration screen, copy: Directory (tenant) ID

Client Secret

In the Azure Portal, go to App Registration and select 'Add Certificate or Secret'. Create a Client Secret and copy the value.

Note: Client Secret values are only visible at the time they are created.

Step 2: Configure Azure Delivery in Report Builder

Create or edit a report in Report Builder and navigate to the 'Delivery' step.

A new delivery option is available: Azure

Select the Azure radio button and additional Azure delivery fields will appear.

Create or edit a report in Report Builder and navigate to the 'Delivery' step.

A new delivery option is available: Azure

Selecting an Azure Destination

The Azure Storage Account Name dropdown displays all credentials configured with Type as 'Azure', in the Credential Manager.

Select the credential that corresponds to the Azure Storage container where the report should be delivered.

Optional Path

The Path field can be used to organise reports into folders within the Azure container.

Examples:

lead-data/

campaign-data/

If no path is specified, reports will be delivered to the root of the configured container.

Viewing Delivered Reports in Azure

Log in to the Azure Portal and navigate to: Storage Account → Containers → Selected Container

Navigate to the configured folder path (if applicable). 

Generated report files will be available within the container.

Troubleshooting

Azure Option Does Not Appear in Report Builder

The Azure delivery option is only available when Azure Blob Storage delivery has been enabled for your Enterprise.

If Azure delivery has not been enabled, the Azure radio button will not be visible.

No Azure Credentials Available

If no Azure credentials have been configured, the Azure credential dropdown will be empty.

Create an Azure credential within Credential Manager before configuring report delivery.

Azure Delivery Is Disabled After Reports Have Been Configured

If Azure Blob Storage delivery is later disabled for the Enterprise:

• Azure will no longer appear as a delivery option in Report Builder.
• Existing Azure delivery configurations will automatically revert to 'Download' delivery.
• Future report executions will no longer attempt Azure delivery.

Azure Credential Is Deleted

Reports that reference the deleted credential will no longer be able to deliver files to Azure and an error will be logged in the 'Last Error Column', informing that the credentials are not configured.

A valid Azure credential must be selected before Azure delivery can resume.

Reports Are Not Appearing In Azure

Verify:

• Storage Account Name
• Container Name
• Client ID
• Client Secret
• Tenant ID
• Azure permissions on the Storage Account

Incorrect values or insufficient permissions may prevent successful delivery.