How to Create a Daily Report
To create a daily emailed report, begin by going to the Reports section.
Reports Overview Page
Next, we want to create a new report by clicking +Create Report
Name this Report...
Just like any report, let's give it a name. For simplicity sake, we'll name this one "Daily Report"
Here we'll want to select the monitor we want our daily report from. You can either type to search or scroll down to find your monitor.
This is an optional setting. By default, None will be selected but if you have a specific segment you'd like to apply for this report, you can type to search or scroll down to find it.
Repeat This Report
We have the option to repeat, or schedule, this report:
For this article, we're going to select Daily.
Whoa! Did you see that?! Report Settings got changed to Schedule Settings! Let's have a deeper look.
For our daily report we get the following options:
- Repeat at HH:MM
- Time Zone
- Report Range
- Range Starts at HH:MM
Let's create our daily report!
Repeat at HH:MM
Here we can specify what time we want our report to be delivered. I would like my report to be delivered when I get into the office, which is 08:30 AM.
Click to either search for a time or scroll down to select the hour (HH) and the minutes (MM).
Let's specify the Timezone we want our report generated and sent in.
We have the following options:
- Puerto Rico (Atlantic)
- New York (Eastern)
- Chicago (Central)
- Denver (Mountain)
- Phoenix (MST)
- Los Angeles (Pacific)
- Anchorage (Alaska)
- Honolulu (Hawaii)
By default, it will be set to UTC (Coordinated Universal Time).
This is the time range we want to select. We're going to select Day (24 hours).
Our other options are:
- Week (7 Days)
- 2 Weeks (14 Days)
- Month (30 Days)
- Quarter (3 Months)
- Yeary (1 Year)
Range Starts At HH:MM
This is the time frame you want your report to start and end.
For a true daily report, select 12 AM. That will run from 12:00 AM until 11:59 PM on the same day.
For this tutorial, we'll leave it at 12:00 AM. You're welcome to customize it to your needs as you see fit.
Email Groups is a new thing in Monitors Enterprise. Here can send this report to a group of specified emails. You will need to configure email groups beforehand.
In this tutorial, we'll select our Daily Reports group.
When you're all set, go ahead and click Save Schedule.
Once the schedule saves, you will see this on the right-hand side:
Here you can Pause or Delete your schedule.
Pop! Pop! You've created a daily report that will email you at your Repeat time.
You can always come back and make adjustments, click save and those adjustments will be reflected on your next report.