Report Scheduler

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What is Report Scheduler?

The Report Scheduler is a feature that manages 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 are able to elevate their conversations with stakeholders and focus on trends rather than spending time crafting reports are regular intervals. 

 

Show me where it is

To go to Report Scheduler,

  1. On the Left sidebar, click Reporting
  2. Then select Report Scheduler
  3. If your instance has existing scheduled reports, a list of those reports will appear in the main window
  4. From this screen, you can schedule reports, edit the existing schedule or bulk import scheduler

 

 

Create a new Scheduled Report

  1. On the Report Scheduler screen, click the icon next to the header.

  1. New Scheduled Report screen appears.

  2. Fill in the details on this page.

  1. Click Save Changes to create a new schedule.

 

Edit an existing Scheduled Report

  1. On the Report Scheduler screen, click the icon in line with the schedule.

  2. Edit Scheduled Report screen appears.

  1. Edit the form as per your requirement.

  2. Click Save Changes to complete the editing process. 

 

Bulk Import / Edit Scheduler

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 column for Report scheduler ID is something our system generates and uses to determine if the action is to edit or create new entries so do not alter or add your own.

 

 How to Bulk Import

  1. On the Report Scheduler screen, click the  icon next to the header.

  1. Import CSV file screen appears.

  1. Click Download CSV headers to and save the file on your computer.
  2. Open the downloaded file.
  3. In the file:
    1. Enter the Client or Client Group information
    2. Specify the Recipient email addresses that should be receiving the reports, separated by commas
    3. 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)
      • For a Bi-weekly Report, fill in the Start Date for this report - in the yyyy-mm-dd format
    4. Enter a Send Until Date if the report has a known end date
    5. 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.
    6. 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.
    7. Fill in the Status of the report
    8. Specify a Report Cover​ if you want one
    9. If you are sending the report as an attachment, specify what the Attachment Name should be - example "monthly_report"
    10. Specify whether the report should be compared to previous period
    11. Choose the Report Type - Either Elite orStandard
      1. For Elite, specify the Elite Dashboard Name that is being sent
      2. For Standard, make sure to specify the Data Profile being applied and whether or not it should includeCharts
  4. Save the file to your computer.
  5. Go back to the TapClicks screen and click the Import CSV.
  6. Click Select CSV file and choose the file you just saved
  7. Click Upload
  8. This will bring you to a Report scheduler​ Import Summary page which lists the details what items were successful and which one failed. You can export the failed report so that you can fix the failed entries.
  9. Click Close to complete the process 

 

How to Bulk Edit

  1. On the Report Scheduler screen, click the icon next to the header.
  2. Save the file on your computer.
  3. Open the file that has been downloaded.
  4. Edit the fields as per your requirement except Report Scheduler ID field.
  5. Save that file to your computer.
  6. Go back to the TapClicks screen and click the Import CSV.
  7. Click Select CSV file and choose the file you have just saved.
  8. Click Upload.
  9. This will bring you to a Report scheduler Import Summary page which lists the details what items were successful and which one failed. You can export the failed report so that you can fix the failed entries.
  10. Click Close to complete the process.

 

 

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 will have the previous month's data
  • 1st will have 16th-30/31st, while 16th will have 1-15
  • Weekly will have the previous week's data.
  • Daily will have the previous day's data.

All Report Scheduler for a given day will go out when the daily fetch for that day has completed.

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