Basic Scheduled Reports
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To start, click "Schedule New Report". If your account has a certain level of access, this button will ask you which type of scheduled report to create. For most use cases of scheduled reports, click "Create basic report". Learn more about advanced reports here.
You will then have to fill out the information. The "Recipients" field is optional.
Name: Give a name to your schedule. This will show up in the list of schedules and also as part of the CSV file emailed to you / downloaded.
The file name emailed to you / for downloading will look like this:
[account-name]_[period-start]_[period-end]_[name]_[six-random-characters].csv
Example:
Fanplayr_2021-06-01_2021-07-30_My-Report_xxxxxx.csv
Frequency: How often you'd like to generate / receive a report. This can be one of the following:
Never: Only available if you have access to advanced scheduled reports. This option is to be used if the report is not intended to run outside of its usage in advanced reports.
Daily: Generate a report every day, for the previous day.
Weekly: Generate a report every Monday for the last Monday through Sunday period.
Monthly: Generate a report on the first of the month, for the previous month.
Quarterly: Generate a report on the first day of the month after a given quarter, for the previous three months. These would be January through March, April through June, July through September and October through December.
Start Date: The date at which to start generating reports. This may not be the day the first report is generated, given the periodicity chosen. A preview of the next 5 reports to be sent out will be displayed once you choose a Periodicity and Start Date to help make sure you get this right.
Filters: Here you can select Insights filters to filter the output data. There are two methods you can use here:
Saved Filter: You can select a saved filter in Insights to be used to populate these filters. The options include both public, account-wide filters and private filters which are only visible to you. Once the filters are populated, feel free to further customize the filters here. No changes made to the filters here will affect the saved Insights filter. Similarly, no changes to the saved filters in Insights will retroactively affect this scheduled report.
Manual Filter Creation: You can also simply use the filter editing component here to create your own filters, just like in the SMS or notification creation process.
Output Fields: Choose which fields you would like in your generated reports. The fields in the dropdown are broken up into several groups. Fields in the "Basic" group can always be selected, but those in other groups can only be selected alongside fields in the same group or alongside "Basic" fields.
Recipients: If you supply one or more email addresses, the report CSVs will be emailed (as attachments) to these email addresses.
During account creation, you can preview data given the selected settings of the report. Click the "preview" button at the bottom of the page, and the system will generate 10 rows of data and display them in a table below. It is important to note that the result may or may not be the first 10 rows of data. The required fields for previewing are "Frequency", "Language", and "Output Fields".
When viewing the list of scheduled reports on Account / Scheduled Reports, you can choose to manually run a scheduled report. Clicking this will trigger the report generation process for the previous period. For example, if your scheduled report's frequency is weekly and you click "Run Now" on Thursday the 11th, the report will run as if it was Monday the 8th and generate data for the prior week (1st - 7th).
If an email is provide the report will be sent directly to that email address. If not there are more ways to access generated report data:
Go to Account / Scheduled Reports, and in the list of reports click the "View generated" to view reports for a particular schedule.
Go to Account / Downloads and filter by "Scheduled Reports" type.