Creating a New Report Profile

1. Access the Reports List Page

2. Click on the "Create Report" button near the top right

 

Complete Report Profile

1. Make choices and fill in fields in the following sections

General

• Account - The account selected here will be used to generate the data for this report
• Template - The template selected here will be used to generate this report
• File type - This is the type of file that will be created when the report is run. This cannot be changed after the report profile has been saved (The choices in the drop-down are "PDF", "CSV", or "Powerpoint")

Schedule & Overrides

Report Scheduling

• Schedule Type - The report can be scheduled Daily, Weekly, or Monthly or set to Manual, to be run, on-demand

Date Range Override

• Date Range - This option allows you to override the default date set in the Template. Any widget that is using the "Default" date range will use this value instead

Placeholders

File

• File Name - This is the name of the PDF File that will be generated and the name that appears on the Dashboard. Available placeholders:
  • {RUN_DATE} {REPORT_DATE_RANGE}
  • {REPORT_DATE_RANGE_START}
  • {REPORT_DATE_RANGE_END}
  • {ACCOUNT_EXTERNAL_ID}
  • {REPORT_DATE_RANGE_START_YYYY}- Displays the date range start date as YYYY
  • {REPORT_DATE_RANGE_START_YY} - Displays the date range start date as YY
  • {REPORT_DATE_RANGE_START_MM} - Displays the date range start date as MM
  • {REPORT_DATE_RANGE_START_DD}- Displays the date range start date as DD
  • {REPORT_DATE_RANGE_START_Month} - Displays the date range start date with spelled out month name (e.g. September)
  • {REPORT_DATE_RANGE_END_YYYY} - Displays the date range end date as YYYY
  • {REPORT_DATE_RANGE_END_YY} - Displays the date range end date as YY
  • {REPORT_DATE_RANGE_END_MM}- Displays the date range end date as MM
  • {REPORT_DATE_RANGE_END_DD} - Displays the date range end date as DD
  • {REPORT_DATE_RANGE_END_Month} - Displays the date range end date with spelled out month name (e.g. September)
  • {RUN_DATE_YYYY} - Displays the run date as YYYY
  • {RUN_DATE_YY} - Displays the run date as YY
  • {RUN_DATE_MM} - Displays the run date as MM
  • {RUN_DATE_DD} - Displays the run date as DD
  • {RUN_DATE_Month} - Displays the run date as spelled out month name (e.g. September)

(To use the placeholders you can "copy" the desired placeholder and "paste" it into the field)

Email

Email Settings

• E-Mail Recipients Mode
  • Single - Select "Single" if you want 1 email sent to all email addresses
  • Multiple - Select "Multiple" if you want a separate email sent for each email address
• E-Mail Recipients - By default reports will be emailed to the email associated with the Account. Enter a value here to send to a different set of email addresses. Use a semi-colon to separate each email if entering multiple emails (e.g. [email protected]; [email protected])
• Attachment Mode - Use this option to determine if you want to include an attachment to the report email (The choices in the drop-down are "Include" or "Do Not Include")
• E-Mail Subject - By default, reports will use the subject configured in the Agency Settings Email Templates. Enter a value here to supply a custom subject for this report. Available placeholders: {RUN_DATE} {REPORT_DATE_RANGE} {REPORT_DATE_RANGE_START} {REPORT_DATE_RANGE_END} {FREQUENCY} {ACCOUNT_PRIMARY_CONTACT_NAME} {ACCOUNT_PRIMARY_CONTACT_EMAIL} {ACCOUNT_OWNER_NAME} {ACCOUNT_OWNER_EMAIL} {ACCOUNT_OWNER_PHONE} {AGENCY_NAME} {ACCOUNT_NAME} (To use the placeholders you can "copy" the desired place holder and "paste" it into the field)
• E-Mail Body - By default reports will use the body configured in the Agency Settings Email Templates. Enter a value here to supply a custom body for this report. Available placeholders: {RUN_DATE} {REPORT_DATE_RANGE} {REPORT_DATE_RANGE_START} {REPORT_DATE_RANGE_END} {FREQUENCY} {ACCOUNT_PRIMARY_CONTACT_NAME} {ACCOUNT_PRIMARY_CONTACT_EMAIL} {ACCOUNT_OWNER_NAME} {ACCOUNT_OWNER_EMAIL} {ACCOUNT_OWNER_PHONE} {AGENCY_NAME} {ACCOUNT_NAME} {AGENCY_LOGO} {ACCOUNT_LOGO} {DASHBOARD_URL_AUTOMATIC_LOGIN} {DIRECT_REPORT_DOWNLOAD_URL} {@CUSTOM_FIELD} (To use the placeholders you can "copy" the desired place holder and "paste" it into the field)

2. When all the choices are made, click the "Save Changes" button