Set Report Details
| Report Name | The 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 Format | The date format to be used in the report filename. |
| Data Timezone | A 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.
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.
| Field | Description |
|---|---|
| Send Report Every | The interval at which to send reports. This should be an integer between 1 and 6. |
| Period | The period over which to send reports. Options include Day(s), Week(s), Month(s) |
| Start Date/Time | The date and time from which to start sending reports. The time you create the report is entered by default. |
| Stop Reports | If 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
| Field | Description |
|---|---|
| Storyboards | The storyboards to include in the report. All storyboards for your account are selected by default. |
| Tags | Filter 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 Data | You may exclude operating system, device type, web browser, and location data from your reports to comply with local regulations, if applicable. |
| Include Views Report | Indicates whether a Views Report is generated. Selected by default. |
| Include Engagement Report | Indicates whether an Engagement Report is generated. Selected by default. |