How to Create Custom Offer Reports, Save Them, and Send them Via E-mail
- Click and Set Filters For Your Report:
(For Details on Filters see Step 3 on this page) - Click the Save Button:
- Name Your Report (ex. MTD - Weekly Top Offer Report)
- Select Time Interval: Today, Yesterday, Month to Date, Last Month, Year to Date
- Enable Schedule.
- Select Frequency of Report to be Emailed: Daily, Weekly, Monthly
- Select Hour and Day to Receive Report
- You can also schedule this to send you an email of the report. You can include additional emails. In order for them to view the report they need to login and have the same access as you do to the platform.
- You can load these old reports and create new ones out of them. All you have to do is click Load and select which report you would like to call up. Then click Load to the bottom right. It is important to note that the Load function only calls up Filters and Settings, not the specific date range. If you are looking to open a report from the past with a specific date range you will have to load it and then manually enter the date range.