Schedule a Report

Scheduling a report is a handy way to automatically download reports taking the hassle out of logging in and searching for relevant reports or remembering to do it along with all the other distractions in the day! If you want to schedule reports to automatically download and/or send download alert by email over a certain time period you can set this up here.

* We are currently working to create a function to schedule reports to send automatically by email.

Custom reports can be accessed at on demand reports.

Scheduled Reports

We recommend you send files by FTP to protect your data from potential outside security threats, however you have the option to switch this on or off depending on your preference.

* We are currently working to create a function to schedule reports to send automatically by email.

Scheduled Reports Details definitions:

Name: This is the name you create, make sure to include detail that will make searching and identifying the report easy

Status: Select this to make the report schedule Active or Inactive

Description: Optional – you can add notes that may be useful to the wider team

Schedule: Select from the drop down menu for period

Time to export: Set the download/send time

Scheduled Reports Export Settings definitions:

System Reports: Select from the standard reports in the drop down menu

Enable Incremental: It allows a user to generate a report on a certain interval from its start date. It also allow change to backdate to previous date. It works only with System Report that has Start Date and End Date.

StartDateTime (DateTime): The date you want the series of scheduled downloads/sends to begin

EndDateTime (DateTime): The date you want the series of scheduled downloads/sends to complete.

Custom Reports: Select the radio button and select from the drop down menu

When the feature is on, there will be no End Date required;

The End Date will be the Schedule report generated that is setup on the detail tab.

So that every time the report runs, it will generate report only for that period, the State Date will then be updated to the last generated report. In order to do “back date”, you can change the start date to the time before so that next schedule report will include data from that date.

Scheduled Reports FTP Details definitions:

Enable FTP Option: Click to switch this on or off

Server: Enter the domain name of the server that will be receiving the download

Username & Password: Enter user details here to allow access

Key File (Optional): The Upload Key File allow a client who uses only private key for sftp credential to use our system to schedule a report to their SFTP. In other words, this allows users to schedule reports using a Key File as an alternative to authentication using username/password.

Folder Location: Enter the file directory location where you want the file to appear on the server

Filename (Optional): You can choose a location file name here

File Extension: Select CSV from drop down

Scheduled Reports Notification definitions:

Email notification: Click to switch this on or off

Email: Enter the recipient email address. Separate multiple email addresses with coma

Subject: Enter the Email subject line here

Success message: E.g.: The scheduled report "Top Performing Campaigns" has successfully downloaded to the file

location: Sharedrive/Marketing/Reports/TopPerformingCapaigns

Failure message: E.g.: The scheduled report "Top Performing Campaigns" has failed to download please investigate.

How to schedule a report for download to FTP & Email alert to recipient:

Select Reports from the top menu
Click Scheduler in the left menu
Click green Create button

Complete the details tab with the relevant details and click the Status button to make Active
Complete the export settings tab – select System Reports (standard) or Custom Reports
Complete the FTP Details tab
If you want to enable the report to send via FTP select ON for Enable FTP Option
If you want to activate email notifications complete the final tab and enable.