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Oath Inc.

3 How to Schedule a Report

Scheduling a Custom Report

  • Scheduled reports are reports that are delivered on a regular basis according to a user's specification (daily, weekly, etc.) to a set of emails, FTP location, and/or S3 location.
  • To schedule a report is optional. You can always download data from the Analytics Reports portal.
  • Scheduled reporting should only be used if you need to receive data consistently pushed to email / FTP / S3.

Notes:

  • Scheduling can be applied to any new or previously created custom report.
  • To a apply a schedule to a Standard Report or a report on which you are not the report owner on, first Duplicate the report and save it under a new name as your custom report. For details, see 1 How to Duplicate and Copy From a Report.
Step Action
1

In the Analytics Reports portal, go to Reports > Manage Reports and locate the required report.

Optionally, search for the required report by entering its name and then press enter/return.

2 Inline the report, click the blue hamburger icon on the right side to the drop-down menu.
3

Select Edit.

Result: The report opens in the Design Report page > Basic Information tab.

Note: You can only edit reports created by you.

4 Select section 2) Scheduling from the left side options. For details, see Scheduling.
5 Activate Schedule this report.
6

In section Settings define duration of your report, when to send it out and how often:

  • Frequency: Hourly, Weekly, Daily, Monthly
    Notes:
    • Weekly reports are based a week that goes from Monday to Sunday.
    •  Right now, the date range covered by Date Filter directly matches the Frequency of your report.
  • Expiration date: By default, your report will be set to expire in 3 months.
    • Optionally, you can extend the expiration date up to 6 months in the future.
    • You will be able to revise your expiration date at any time.
      Example: If the original expiration date is June 18th, 2018 and today is June 15th, you can extend the expiration date up to 6 months from the current date all the way to December.
7

In section Delivery define how and where you want to deliver the report.

Delivery Type defines the report format ( CSV, Excel, PDF, or XML) when sent to one of the delivery location options.

Note: Section types are not represented in any of the scheduled report file types. The report data is represented according to the selected file format.

8

Select the required delivery location for your report by checking one or more of the relevant boxes.

Enter the relevant credentials accordingly.

  • Email: Start typing an email and select the required Portal user from the drop-down list or just enter an email manually.
    Notes:
    • Portal user are controlled via permissions, so you will not see all users.
    • You can always add or remove email participants
  • FTP: Enter your standard FTP credentials including the path, the username, and the password.
  • S3: Enter your standard S3  credentials including the path, the access token, and the secret key.
    NoteFTP and S3 credentials will only be visible to the user who created the report.
9 Save or Save & Run with the new settings.
10 To leave the page without saving your changes, click Manage Reports button and confirm the warning with Yes.