Set Report Details

Report NameThe name to use for the report. This name is inserted in the full filename in the format [report type]_[report name]_[from date]_[to date].csv; for example, VIEWS_My Report_20220228_20220331.csv.

Only alphanumeric characters, spaces, and underscores are allowed.
Report Name - Date FormatThe date format to be used in the report filename.
Data TimezoneA timezone offset to apply to the data in the report.

By default this is the timezone setting reported by your browser.


Select Delivery Method

You may choose to receive reports either by email or SFTP.


Email

To receive reports via email, select "Email" from the Method dropdown and enter the recipient email addresses in the Email field. You may enter multiple email addresses separated by commas.


SFTP

To receive reports via SFTP, select "SFTP" from the Method dropdown and provide the SFTP username, password, host address, host port, and SFTP path in the relevant fields.



Choose Report Frequency

Immediate Reports

To send an immediate report, select "Immediately" from the Delivery Schedule dropdown menu and select the date range for which you would like to receive data in the From and To fields. Your report is generated and delivered as soon as you click save.


Scheduled Reports

To send a scheduled report, select "Custom" from the Delivery Schedule dropdown menu and select the desired frequency settings. Scheduled reports are sent at 08:00 AM UTC on the days or dates you select.



FieldDescription
Send Report EveryThe interval at which to send reports. This should be an integer between 1 and 6.
PeriodThe period over which to send reports. Options include Day(s), Week(s), Month(s)
Start Date/TimeThe date and time from which to start sending reports.

The time you create the report is entered by default.
Stop ReportsIf you wish to stop receiving reports on a specific time and date, you may specify that date here.

By default reports are set to continue indefinitely.


Advanced Settings


FieldDescription
StoryboardsThe storyboards to include in the report.

All storyboards for your account are selected by default.
TagsFilter report data by tags. You may filter data for records that contain any, contain only, or do not contain a tag or tags.

All tags are selected by default.
Exclude DataYou may exclude operating system, device type, web browser, and location data from your reports to comply with local regulations, if applicable.
Include Views ReportIndicates whether a Views Report is generated. Selected by default.
Include Engagement ReportIndicates whether an Engagement Report is generated. Selected by default.