How to Create a Report
Watch a tutorial video here.
To create a report, begin by going to the Reports section.
Reports Overview Page
Next, we want to create a new report by clicking the (+) sign in the top right-hand corner.
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 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:
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
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:
- Buenos Aires
- Central Time (US & Canada)
- Mountain Time (US & Canada)
- Central America
- Atlantic Time (Canada)
- Indiana (East)
- La Paz
- Pacific Time (US & Canada)
- Mexico City
- Eastern Time (US & Canada)
- Puerto Rico
- Sri Jayawardenepura
- Hong Kong
- New Delhi
- Kuala Lumpur
- Abu Dhabi
- Cape Verde Is.
- St. Petersburg
- Chatham Is.
- Tokelau Is.
- Solomon Is.
- Marshall Is.
- Midway Island
- New Caledonia
- American Samoa
- Port Moresby
- West Central Africa
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)
- Yearly (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.
Sample Mentions is a new feature. You can have 50-1000 sample mentions in one report. If you choose to have the Sample Mentions Attachment set to ON, the sample mentions will be added to the bottom of the PDF downloaded report.
NOTE: Please note that attaching 1000 sample mentions to a report causes the PDF generation to take a while and the PDF is almost 100 pages long.
When this setting is set to ON, the report will automatically generate and be sent to specified email groups. The report cannot be edited after it is published; however, users can unpublish reports to re-open editing.
Email Groups is a new thing in Monitors Enterprise. You can send a 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 Create Schedule.
Once the schedule saves, you will see this on the right-hand side:
Here you can Pause or Delete your schedule.
You can always come back and make adjustments, click save and those adjustments will be reflected on your next report.