Reporting

Creating A Report

To create a report, go to "Settings&Reports" under Reporting and click the "+Report" button on the top of the page. The new report page is opened.

After giving a name, add templates to the report by using the "+Report" button. You can change the sender's e-mail address information if you prefer to use a custom e-mail server.

From this list, add templates by clicking on them. For each report template, edit the date range, campaign name, and how data will be displayed.

After finishing the template definitions, define recipients by clicking the "Next" button. In the Recipients page, select the destination user for sending the reports.

You can modify the report's appearance by editing header and footer information. To edit the header and footer of reports, click the "Next" button.

In the Header/Footer section, you can upload custom images, and change the text.

‌ Once you finish all definitions, proceed to "Preview" by clicking the "Next" button to see how the report will look.

Click on the "Reload" button to view the report. If the report is generated successfully, click the "Save" button to save the report settings.

‌ ‌All defined reports are listed under the Reporting-->Reports menu. After saving your definitions, the report is automatically listed. You can apply different actions to the reports using the "..." button on the right side of each report.

Set Schedule

By default, the newly created report has no schedule, and the default format of the report is HTML. To change the format and schedule settings of a report, select "Schedule Report" and perform the desired changes.

Once the schedule information is updated, the report will be generated automatically and sent to the recipients.

The other actions are:

Action	Description
Edit	Edit the current report definition.
Clone	Create a clone report.
Remove	Delete the report and remove its schedule definition.
Cancel Schedule	Disable scheduler on the current report.
Generate Report	Run the report.
View Last Result	Shows the last generated report.
Send Now	Generates report document and sends it to the recipients.
Execution Log	View the execution log.