Navigate to Reporting - Saved & Scheduled.
This section is divided into 3 tabs:
The Saved Reports tab displays a list of reports you have saved.
Click the three vertical dots on any report to make a selection. You can run, edit, schedule, copy or delete the report from here.
For instructions on how to save a report - [Click Here]
The Scheduled Reports tab displays a list of reports you have built and scheduled to be generated automatically.
Click the three vertical dots on any report to make a selection. You can view, edit, copy, delete or set the report schedule to inactive.
When scheduling a report, be sure to specify each of the required report properties as well as any additional email recipients you wish to send the scheduled report to.
For instructions on how to schedule a report - [Click Here]
Since Click Reports and Conversion Reports are often too data heavy to load in the Portal, you need to specifically request these reports.
How to Request a Report
Either of the following options will send a download link to the email addresses you specify.
A) Navigate to Reporting - Click, or Reporting - Conversion, and click the Request Report button.
B) Navigate to Reporting - Saved & Scheduled, then find the Requested Reports tab and click the Request Report button.
Please note, conversion data is only available in the Portal for up to 12 months. Request a report from Customer Success if you wish to see conversion data over 12 months old.
NEED HELP? OUR CUSTOMER SUCCESS TEAM IS HERE FOR YOU!
We've assembled a superstar team of industry veterans that are available around the clock to make sure that your issues are resolved and questions are answered. You can reach out any time in-platform via Chat or by emailing firstname.lastname@example.org.