The Insights reporting tool provides the ability to let you create Templates for reports you run often, and Schedule to have those reports run automatically and send the results to one or multiple emails of your choosing.
How to Create A Template
To create a Template you must first build your report in Insights. See: Running an Insights Report for report examples.
Note: If you choose one of the built in Date Ranges from the Custom Range drop down on the far right, your report will dynamically adjust to report on the previous Month, Week or other range chosen. If you enter a specific date range in the Date Range boxes your report will not dynamically update and will save for those dates only.
Once the report is built to your specifications you can click on Save as Template on the bottom right of the Insights tool.
This will open a box where you can name your Template. The pop-up box also shows you the basics of what your report is built around.
Enter a name for your Template and click Save.
After saving you can find your template in the Templates tab of the Insights tool.
When you click on the Template it will open in Insights with all the information populated. There you can then generate your report. Clicking in the Pencil Icon will allow you to edit and save your template, and clicking on the trash can icon will allow you to delete your report.
Scheduling a Report
You must first create a Template before you can create a Scheduled Report.
Click on Scheduled Reports at the top of the Insights tool. From here you can create a new Scheduled report, and also see your previously created scheduled reports.
From this page you can also Enable or Disable your saved Schedules, and Edit or Delete your Schedules.
Click on +Create Schedule. This opens a pop-up box where you will create your new Scheduled Report.
- Choose the Template for the report you would like to schedule.
- Name the Schedule
- Choose the time and timezone you'd like the report to run at.
- Choose whether you want the report to run Weekly or Monthly, and which Days you would like the report to run.
- Enter the email, or emails you would like the report to be delivered to. Press enter after each email to save it in the Schedule
- Press Save
Once you save your schedule it should run and deliver the report to the chosen emails on the next day it is scheduled to run.
For more information see: