Automated Reports

Automated Reports (beta) provides a way to have reports emailed out when a certain event occurs. This article describes the necessary steps to set up automated reports.

The first step is to set up a group admin email address(es). On the Edit Group page, you can specify a comma-separated list of email addresses that will receive a report when an event occurs (such as a campaign ending).

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Next, create an event on the EVENTS tab of the Account Settings page. Currently, the only event types that will trigger a PDF report to be emailed out are campaigns ending. You can only choose custom reports that are for tests to be emailed out to group admins.

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To see the status of automated reports (time that Portal attempted to email them out and if there were any errors), go the Manage Custom Reports page.