The Report Builder now uses a module-based process to simplify each step and guide users through the full report creation process. You can expect to see the following fields and steps when creating or editing a report.
Type:
The first step for creating a new report is to select the correct dataset, either Lead data or Campaign data.
Setup:
Next, name and add a report description to help you (and other team members) easily identify this report later.
Learn more about Permissions and Generating password-protected reports.
Delivery:
Within the Delivery step, you can schedule recurring reporting. Scheduling is best used when reporting is required on a cyclical basis rather than one-off reports. It is also important to note that reporting will only allow for a 12-month window.
Fields:
As part of the improvements of the Fields section we have made the user experience easier to interact with. You can now select all the fields you require for your report via checkbox instead of the previous drag and drop action. The ability to change the fields name and field operator is also simplified to enable greater control of the fields being reported on.
For Campaign Reports you will be able to select all fields from the General field grouping.
Conditions:
Within the improved Conditions section you will be able to carry out the same functionality of setting conditions by ‘AND’ / ‘OR’ as well as Adding Rules and Adding Groupings for the field data you have selected in the previous step. We have made the visualisation of these actions clearer to make your experience more enjoyable.
Grouping:
Adding groups will rollup the data based on your selection. For example if I want a report of publishers and how many leads they have sent to the platform, you can choose publisherName and id in the fields list and add an operator of COUNT to the id column, you can then add a Group of publisherName.
Custom Fields:
Custom fields allow you to add a unique field that doesn’t already exist with the field groupings. A Column will be created within the report and a Value can be assigned to this unique field.
Learn more about custom fields.
Generate a Report:
Once your report has been created, you will be able to view it in the Report Builder listings screen and select ‘Generate’ the report.
After generating the report, a confirmation will appear, and the report will begin processing.
Accessing a Generated Report:
Once a report has finished processing, you will receive an email confirmation with a link to download the report from the platform. Additionally, if you have configured the report to be sent to an SFTP server, etc, it will be delivered to that location once processing is complete.
You can also access generated reports in the ‘Exports’ table, which can be found in the header of the platform.
From the Exports table, you will be able to ‘Download’ your report.
