Scheduled Reports

• Create Scheduled Report
• Edit Scheduled Report
• Stop Scheduled Report
• FAQs

Scheduled Reports are reports that you set to be run automatically on a specific day in the future. Once run, a link to the report will be emailed to you so that you know it is ready for collection.

How to create a Scheduled Report

1. Go to 'Reports and Alerts' > 'Scheduled Reports' 
   
2. Click 'Create New Scheduled Report'
3. Give the report a name
4. Enter each email address you want the report sent to then 'Add'
5. Select the Frequency, Day/Date, Report Type, Date Range and Report Format
6. Add any required Competitor Group and/or Search Term Group filters
7. If you selected a Market report in step 5 then you can select PDF as the report format.
8. Save the report

How to edit a Scheduled Report

Either, in the application:

1. Go to 'Reports and Alerts' > 'Scheduled Reports'
2. Hover over the report in the table you wish to edit
3. In the Actions column an 'Edit button will appear, click it
4. Update any report settings as required
5. Save the report

Or, from the email you received telling you your report is ready:

1. Click the link to edit the report settings
   
2. Update any report settings as required
3. Save the report

How to stop a Report from being sent?

1. Go to 'Reports and Alerts' > 'Scheduled Reports'
   
2. Hover over the report in the table you wish to change
3. In the Actions column a 'Pause' button and delete button (trash can) will appear
4. Click pause to temporarily stop the report from being run
5. OR Delete the report and click Yes to remove it completely

FAQs

Who can these reports be sent to?

PDF files (available for Market reports) can be sent to any email address as they will be attached to the email. CSV files are sent as a link, so the recipient will need an Adthena login to download the file.

How large will these emails be?

Very small (less than 1Kb) for CSV and less than 200Kb for PDF. Since many users are unable to receive emails with large files attached, the email will not have a file attached. Instead you will be sent a link to download the file once it is ready.

At what time will the report be received?

As soon as data is processed for yesterday in your region (usually by 9am), the report will be emailed.

How can I filter my reports?

Reports can be filtered by Device and also by Competitor Group and/or Search Term Group. You will therefore need to have groups set up in order to use these filters.

Can I add additional filters?

The option to add additional filters will be added in the future.

What format will the report be sent in?

You can schedule your reports in CSV. You can also chose PDF format for Market Share and Market Trends reports

 

Related Articles 

Competitor Groups

Search Term Groups