1) Select Reports from the navigation menu, then click the Create button for the type of report you wish to create:
The New report page is displayed:
2) From the Campaign: dropdown, select the Campaign you would like to create the report for:
3) If you wish to create a report department by department, from the Department dropdown, select the department you wish to create the report for, or report for all departments:
4) Give your report a meaningful name.
In the above example, the name contains: <report type> - <campaign name> (<department>)
| It is important that you use good naming conventions so that when you create a report, you can recognize what the report is for (reporting on). You should include the type of report you selected, the campaign it is tied to and the department (if you wish to create a separate report to be emailed to a specific person for their staff. You can also report on all data, export as an xlsx and then extract the data department by department to manually send the report to the appropriate department manager. |
5) If you wish to just save the report and not schedule it, then click the Save Report button, otherwise select the Schedule option button to set a schedule:
If scheduling the report, after turning the Schedule toggle on, complete the Schedule form:
6) Search and add users who should receive the report using the Send to search field.
7) Select the frequency the report should be sent (one-time / weekly / monthly / annually):
8) Enter the start and end dates for sending the report.
9) Choose the format you would like the report to be sent in:
10) Click the Save Report button:
11) You should now see the new report listed under the Scheduled Reports tab:
You can download the current report at any time by visiting the Scheduled Reports tab under the Reports navigation menu item, clicking the Download link, and selecting the report output type (CSV or XLSX):
You can also delete the report by selecting the Delete link.
| Different reports have different configuration options than the example provided above. Best practice is to always give the report a meaningful name so that it is clear what data the report includes. Never use the default name which is just the report type with a sequential number at the end as this will make it difficult to determine what data is included in the report. |
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