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Bulk Operations
Bulk Operations

Use bulk operations to quickly update, edit, and delete reports across campaigns.

Tatum Savage avatar
Written by Tatum Savage
Updated over a week ago

Bulk Operations enable teams to quickly and easily manage and update Reports across campaigns. To use Bulk Operations, you must be the Admin of a Premier account.

Perform a New Bulk Operation

To get started, hover over the left sidebar to expand the menu, then click Bulk Operations.

Now on the Bulk Operations page, click Perform New Operation in the upper right hand corner. This will open the bulk actions wizard where you'll set the parameters for this operation.

First select an operation type. At the moment only Report actions are available, however Dashboard operations are in progress and will be available soon.

Next, choose the type of action you would like this operation to perform:

  • Add allows you to add a new report from a template to multiple campaigns at once

  • Apply Template updates your selected reports, replacing the existing content with the contents of the selected template

  • Delete permanently deletes any selected reports

Add a new report to multiple campaigns

After selecting the operation type, click Add on the far left.

Use the search field to quickly find the template you need, then select the report template by clicking the circle next to the template name. Additionally, clicking the template name will open a report design preview on the right.

When ready, click Continue in the bottom left to move to the next step.

Next select the campaigns you want to add your chosen Report template to. Use the dropdown at the top to filter by campaign group, or use the search field in the upper right of the table.

Once you've selected one or more campaigns, click continue in the bottom left.

Lastly choose a Report title for the new reports you're creating, then click continue in the bottom left to move on to the confirmation page.

On the confirmation page there's a scrollable preview of the report on the right, with the newly assigned report title on the cover page. On the left you'll see a confirmation message.

When ready, click Add Template in the bottom left to approve the bulk operation. This will queue the bulk operation. Depending on the number of campaigns involved the update itself may take time, you can view progress on the Bulk Operations table.

Apply an existing template to selected reports

This option will apply whichever template you choose to your selected existing reports. Doing so will fully replace the contents of the Report with the contents of the template.

After selecting the operation type, click Apply Template.

Available templates can be filtered by Default and Custom templates, or you can search using the bar at the top of the templates list. To preview any template simply click the template name, this will open a slide-out on the right.

Click the circle to the left of the template name to make your selection, then click Continue in the bottom left.

Reports can be filtered by Group, Campaign, and Report Type, or using the search field in the upper right.

Once the results are narrowed, click the individual boxes to the left of the Report names to select, or click the uppermost checkbox to select all of the displayed results, then click Continue in the bottom left.

Lastly, review and confirm the changes before clicking Apply template in the bottom left to queue the bulk operation. Depending on the scale of the operation it may take some time to complete, you can view the operation status for details.

Delete selected reports

Multiple reports can be deleted at once using Bulk Operations. Click Delete on the far right to select this action.

Next select the reports you wish to permanently delete. Reports can be filtered by Group, Campaign, and Report Type, or using the search field in the upper right.

Once the results are narrowed, click the individual boxes to the left of the Report names to select, or click the uppermost checkbox to select all of the displayed results, then click Continue in the bottom left.

Lastly confirm you wish to delete the selected reports, then click Delete Reports in the bottom left to queue this action. With large requests it may take some time to finish, you can view the status of the operation on the operations table.

Understanding the Bulk Operations table

The Bulk Operations table displays every bulk operation that has run in your account. On the right of the table you can view the Status of any operation, including a progress bar displaying the completed percentage.

To view details about each Operation, click the Operation name in the far left column to open a slide-out on the right. This is also where any details will display if a bulk operation fails, and will highlight the specific issues or affected campaigns.

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