Report scheduling allows you to set up email reports that are automatically sent daily, weekly, biweekly (sent on odd weeks of the year), monthly, or quarterly.

How to create an automated report

Start in the campaign for which you wish to create the report, and choose "Reports" from the menu on the left of your screen. Then click the "Create Report" button in the upper right corner of your screen.

Create Report wizard

The "Create Report" wizard will appear. There are three steps to the wizard, where you'll choose the report source, set the report's title, and start the design.

First, decide on your source. This determines how you will start the design of your report.

Choose from:

  • A blank report. This gives you a fresh design with nothing pre-configured.

  • A report template. This lets you start from a template that you've created, or one of the pre-configured templates that we provide.

  • An existing report. This allows you to clone an existing report from any campaign, and then edit it if required.

Then, add a title then click "Continue".


Design Editor

Next, design your report, adding and configuring report sections and widgets as need. See the "What's Next" section at the bottom of this article for links to articles that may help in completing your report design. 

When finished with your design, choose "Save & Schedule" from the drop-down menu at the top right.

Scheduling Wizard

This will take you to the Scheduling wizard. Choose your options for each item on this screen.

The scheduling wizard allows you to set:

  • Frequency: Choose how often the report is sent. Options include daily, weekly, biweekly (odd weeks of the year), monthly, and quarterly¬†

  • Day of Week/Day of Month: Choose the exact day your report is sent (for weekly, biweekly, and monthly reports)

  • Time of Day: Choose the time of day that the report will be sent

  • Date range: The date period for the report's data

  • Compare To Previous: Compare the report's data to the previous period or previous year

  • Include Today: Where applicable, choose to include today's data in your report's date range

  • Require Approval: The report will not send until you check its data and approve it (report approval is available on some AgencyAnalytics plans)

When finished configuring the scheduling options, click "Continue".

You'll then move onto the "Email" section of the scheduling wizard.

The email options determine who the report will be sent to, and the email's subject and body:

  • Recipients: Enter each email address to which you would like the report to be sent.

  • Subject: Enter the subject of the automated report email.

  • Message: Enter the message body of the automated report email.

When finished, click "Save". Your report will then be scheduled per the settings that you've configured.

What's Next

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