Scheduled Reports & Ad Hoc Exports Step by Step
You can now schedule reports using your currently applied filters. Any filters selected in the report view will automatically be populated when you begin generating a report, allowing you to send more targeted and customized reports to recipients.
With report scheduling, you can set recurring reports to be automatically sent to your inbox (or your vendor’s) on a daily, weekly, or monthly basis.
How to Schedule a Report or Generate a report
1. From the Cross-Channel Attribution page, filter the view to what you want represented in the report.
2. Click Generate Report and a setup panel will open on the right - a pre-populated template with your current filtered view will appear and you can adjust options as needed to include changing filters, conversion type, date range, model, and other variables.
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3. To schedule recurring reports, check Schedule Report Cadence -> select your preferred frequency: Daily, Weekly, or Monthly.
For one-time reports, you can skip this step.
4. Enter the email addresses of the recipients -> then, click Send Report. Your report will be available in your email inbox and available to download in Rockerbox UI.
To download your report in Rockerbox UI: Go to Saved Report on the top left side -> click on View All Saved Reports
