Step-by-step instructions for sending out customized reports.

This article covers:

1. Who/What/Where of Scheduling
2. Scheduling Options
3. Send Without Scheduling
4. View All Schedules

1. Who/What/Where of Scheduling

Who can send reports?

Any user that has a personal account and access to the CX Explore platform (not just viewer access via CX Route) can customize and schedule reports.

What are scheduled reports?

A scheduled report is any dataset that is available, whether default or custom. These can be looks, user-defined or LookML dashboards that are assigned settings as part of the scheduling process.

Where do I schedule reports?

Reports can only be scheduled from inside CX Explore. If you are a superuser that is currently viewing reports from inside CX Route, you must exit that and log in to:
https://analytics.singlecomm.net/login
From CX Explore, the Schedule modal is available inside the Settings Menu. 

To access it:

• Click on the icon
• Choose Schedule from the drop down menu
  

*The Schedule pop-up is the same regardless of where it is accessed from within the platform.

2. Scheduling Options

Creating New vs. Existing

If you launch the Schedule modal from a look or dashboard, it will be pre-populated with settings:

With nothing scheduled yet for this dashboard, a default set of options will be applied.

• Give your schedule a name: this will be the name of the look or dashboard that you are scheduling 
• Where should this data go?: [defaults to Email] how you wish to send the data
  
  
  • Other options include:
    • Webhook: a simple event-driven notification via HTTP POST
      
      
    • Amazon S3: (Amazon Simple Storage Service)
      
      
    • SFTP: (Secure File Transfer Protocol)
      
      
• Who should it be emailed to?: [default] schedule recipients' email address(es)
  
  *Logged in user's email address appears by default. This can be deleted once another address is added. You also have the option here to include a custom message which will appear in the body of the email.
  
  
  • Other options include:
    • Webhook URL:
      
      
      
    • Amazon S3:
      
      
      
    • SFTP:
      
      
      
• Format data as: file types listed here are dependent on the amount of data and visualizations contained within your report. You may see all or only some of the following format options:
  
  • Data Table
  • Visualization
  • PDF
  • CSV
  • XLSX
  • JSON - Simple
  • TEXT
  • HTML
    
    
• Deliver this schedule:
  • Daily [default]
    
    
    
  • Weekly
    
    
    
  • Monthly
    
    
    
  • Hourly
    
    
    
  • By minute
    
    
    
• Advanced options:
  • Email
    
    
    • run schedule as recipient: [unchecked]
      • When enabled, this feature will amend the settings set by the schedule owner and report the data with the recipient's assigned access filters and attributes.
        *for more information on this feature, click here.
  • Webhook \ Amazon S3 \ SFTP
    

• Not sure what format will best suit your needs?
  Choose a destination and format option, then click on Send Test.
  
  You'll see a message that it's on its way, and an example of your schedule should be delivered in under a minute.
  

  Once a look or dashboard has been scheduled, it will be indicated in your Browse list:
  

• Other options:
  Left-hand navigation bar- from here you can do the following:
  • Modify any of the default settings
  • New 
    *Clicking on New will create another instance using the default settings, and add the next consecutive number to the title:
    
    
    
  • Delete the current schedule
    
    
  • Duplicate the current schedule
    *Duplicating a schedule will copy all current settings, and add the word "Copy" to the title:
  • Cancel
     
  • Save All
     

3. Send Without Scheduling

The Send option is available for saved content (Looks and dashboards), and for on-the-fly queries in Explores.

You can immediately send data directly from an Explore, Look, or dashboard with the same destination and formatting options that are available when scheduling data deliveries. This lets you send data right away, without setting up a schedule. In the case of an Explore, you can send a query immediately using all the destination and formatting options, without having to save the query to a dashboard or a Look.

To send a query from an explore:

• Click the Settings Menu in the top right 
• Click Send
• Choose recipient(s) to send it to, add an additional message, select the desired format, and click Send to close the pop-up and return to the query

Similar to the Send Test button in the Schedule pop-up, this feature allows you to create a query and send it out immediately. Once it is sent, you can still opt to save it, schedule it, or delete it.

4. View All Schedules

Users can easily view/manage all of their scheduled reports in the following location:

• Click the icon in the top right to drop down the user menu
• Click Schedules
  
  
  
• On the list of Schedules You've Created:
  
  • Schedule ID #s
  • Dates that the schedules were last Updated
  • Name(s) of the reports
  • Scheduled Times that the reports are sent
  • Report timestamp for Last Time Ran
  • Report Recipients
  • Report Type
  • Delete button to remove schedule