Before you begin: This user guide details how to use the Report Scheduler. For more details, see the FAQs below.
FAQs
What is the Bulk Import feature?
Locate Report Scheduler
1] Log in to TapClicks and, on the Reports menu, click Report Scheduler.
2] The Report Scheduler page will load. If your instance has any scheduled reports, they will be listed here.
Create a New Scheduled Report
3] In the upper right, click the plus (+) icon to create a new scheduled report.
Specify Recipients
4] The New Scheduled Report screen appears.
5] From the Recipient Type dropdown, select one of the four recipient types for this report.
| NOTE: Choosing reports for all clients (i.e., choosing instance-wide), can cause performance delays and hinder or delay other scheduled reports. |
6] If you chose Client, Client Group or Business Unit in step 5, specify which one in the associated dropdown menu that appears to the right.
7] To send the report to external recipients (non-users), enter their email addresses in the Recipients textbox. Separate emails with commas.
8] To send the report to users within the system, select one or more from the Users dropdown.
| NOTE: You cannot send the report to both recipients and users. |
9] To remove a user, click the X to the right of their email address.
10] To enable Ez Login for a user receiving the report, slide the Enable Ez Login toggle to the right.
11] Use the second toggle to send Ez Login access without including an attachment.
Scheduling
12] At the top of the Scheduling section, select the radio button for when you want to send the report.
| NOTE: If you select the Every Month option, you must also choose the day of the month (1–28) or the Last Day of the month. |
13] To specify a date to stop sending the report, click in the Stop sending reports after textbox and pick a date from the calendar popup.
14] To specify a date range to include in the report, either select the Preset option and choose from the available date ranges, or select Custom to define your own.
15] To compare the report to a prior period, check the Compare to previous period box and select the desired period from the dropdown.
Format and Content
16] Select a report type from the Report Type dropdown.
17] On the right, choose a data profile from the Data Profile dropdown.
18] Choose from one of the five format options for the report from the Format dropdown.
19] For all format options except HTML inline, enter the file name in the Report file name textbox.
20] On the right, select the radio button that corresponds to your choice for report content.
21] Choose your cover and back page options from the Cover/Back Page dropdown.
22] To include charts in the report if available, slide the Include Charts if available toggle to the right.
23] Select either the Active, Inactive, or Complete to determine which campaign statuses to include.
24] Click Save.
Edit an Existing Scheduled Report
25] On the left side menu click Reports.
26] Click Report Scheduler.
27] To locate the scheduled report you want to edit, either scroll through the list of scheduled reports or use the search box in the upper left (results appear automatically).
28] To the far right of the report, click the edit (i.e., pencil) icon.
29] The edit report screen appears. Make any necessary changes and click Save at the bottom.
How to Bulk Import
30] On the left side menu click Reports.
31] Click Report Scheduler.
32] In the upper right, click the Upload Report Scheduler (i.e., up arrow) icon.
33] The Upload Report Scheduler popup appears.
34] Click Download CSV Guide to download the import template. It will appear in your downloads folder unless otherwise specified.
35] Fill out the CSV template with the scheduled report information according to the following:
-
- Enter the Client or Client Group information
- Specify the Recipient email addresses that should be receiving the reports, separated by commas
- Enter the Frequency of reporting - Daily, Weekly, Bi-weekly, Semi-monthly, and Monthly
- For Weekly Report, fill in the Day of the Week the report is going to be sent
- For Monthly Report, fill in the Day of the Month that it is going to be sent on - Should be a number from 1 to 28 (the system takes February as the baseline). You can also enter the word "last" to send it on the last day of the month.
- For a Bi-weekly Report, fill in the Start Date for this report - in the yyyy-mm-dd format
- Enter a Send Until Date if the report has a known end date
- Specify what Report format you want to send - HTML (inline), HTML (email attachment), PDF (email attachment), Excel (email attachment), and Word (email attachment). Please note that Elite Reports can only be sent in PDF format.
- Enter the Report Content that will be included in the report - Data Sources, Channels, or Data Sources and Channels. Please note that some features may be limited to a specific tier and are not available to all users.
- Fill in the Status of the report
- Specify a Report Cover if you want one
- If you are sending the report as an attachment, specify what the Attachment Name should be - example "monthly_report"
- Specify whether the report should be compared to the previous period
- Choose the Report Type - Either Elite or Standard
- For Elite, specify the Elite Dashboard Name that is being sent
- For Standard, make sure to specify the Data Profile being applied and whether or not it should include Charts
35] Save the changes.
36] Go back to the Upload Scheduler popup and click the Choose File.
37] Navigate to the file and click Open.
38] Click Upload. This will bring you to a Report Scheduler Import Summary page which lists the details of which items were successfully imported and which ones failed. You can export the failed report so that you can fix the failed entries.
How to Bulk Edit
39] On the left side menu click Reports.
40] Click Report Scheduler.
41] In the upper right, click the Download Reports (i.e., down arrow) icon. The file will be downloaded to your system. Check your downloads folder or select a custom location.
42] Open the report file.
43] Edit the fields per your requirements. Do not edit the Report Scheduler ID field.
44] Save the changes.
45] In the upper right, click the Upload Report Scheduler (i.e., up arrow) icon.
46] Go back to the Upload Scheduler popup and click the Choose File.
47] Navigate to the file and click Open.
48] Click Upload.
What is Report Scheduler?
The Report Scheduler is a feature that manages the sharing and scheduling of reports from the TapClicks platform. By scheduling reports, you can keep your stakeholders informed and empowered, while also reducing your workload. Customers who use scheduled reports can elevate their conversations with stakeholders and focus on trends rather than spending time creating reports at regular intervals.
When are reports delivered?
When you schedule a report, you can choose to send that report daily, weekly on a particular day, every two weeks, on the 1st and 16th of every month, or monthly.
The date range you choose in the Send Report setting will determine the date range for the report:
- Monthly: Includes data from the previous month
- 1st: Includes data from the 16th to the end of the previous month
- 16th: Includes data from the 1st to the 15th
- Weekly: Includes data from the previous week
- Daily: Includes data from the previous day
All Report Scheduler reports on a given day will go out when the daily fetch has been completed.
What is the Bulk Import feature?
The Bulk Import feature enables you to import/edit multiple Scheduled Reports at one time, rather than creating them individually in your dashboard. Please note:
- Before you can create a report for a given client or client group they must exist in the dashboard.
- The Report Scheduler ID column is system-generated and should not be modified. It is used to determine whether the entry is new or an update.