Report scheduling allows you to set up email reports that are automatically sent daily, weekly, biweekly (sent on odd weeks of the year), monthly, quarterly, or annually.
How to create an automated report
Start in the Client for which you wish to create the report, and choose "Reports" from the menu on the left side of your screen.
If you haven't previously created a report, click Create Report in the middle of the screen. If you have, click Create Report in the upper right hand corner of your screen instead. This is available on both the Schedule and Not Scheduled tabs of the Reports page.
This will open the Create Report wizard, where you'll choose the source of the report, set the report title, and begin designing.
First, select your report type; you can choose between a Slide Deck or a Document Report.
Next, choose your starting point. This determines how you’ll begin designing your report and what data or templates you’ll build from.
Choose from:
A blank report: This gives you a fresh design with nothing pre-configured
Smart Report: This will create a report using the integrations you currently have connected to the Client
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 Client, and then edit it if required
Add a title then click Continue in the bottom left.
Design Editor
Next, design your report, adding and configuring report sections and widgets as needed.
Reports autosave every second. Check the indicator on the upper right to confirm that a report has been saved.
When you're finished with your design, click Schedule at the top of the page
Scheduling
First, select the frequency your report will send at from the dropdown menu.
Once selected, this will reveal your scheduling options to you. In the top section, pick the details of your schedule.
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, quarterly, and annually
Day of Week/Day of Month: Choose the exact day your report is sent (for weekly, biweekly, and monthly reports.) To send a scheduled report on the last day of each month, select 31st for Day of Month. This will send the scheduled report on the last day of the month for shorter months as well
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)
You can also choose to turn on the ability for users to edit the date range of this report. Doing so will add a date range selector to the report, enabling the recipients to change the date range after the report is received.
Once you've set the schedule, and schedule settings how you'd like, scroll down to set the recipient, subject, and message for this report.
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!
As a note, all replies from report recipients will go to the Admin email used for your AgencyAnalytics account. Want to get that updated? Your account Admin can change that by following the steps here.
