Relevant to: Demand Acceleration Platform | Content Syndication | Event Lead Management | Webinar Integrations | Social Integrations
Once you have created a report, added Sources and defined the report settings, you can then generate or schedule it to be delivered via email as either a .csv or .xlsx file.
| Access to some report types may be restricted within a user's permissions. You can read more about permissions in User Management Settings. If you're unsure about your permissions, speak with our Support team or your Customer Success Manager. |
In this article
Generating a Report
1. To download a one time report, open a report and click the Generate button.
2. This will open the Generate Report modal.
Add the following information:
| Field | Action | Description |
| Time Period |
Choose from:
|
Use the dropdown menu to define the period of time from where the report should collect data.
|
| Email Addresses | Add one or multiple email addresses. |
The users who will receive access to the report via email.
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| Link Access Settings |
Select either:
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If the recipients have login credentials to the Demand Acceleration Platform, select People in my Integrate Demand Cloud Org. If you are sharing the report with recipients who do not have login credentials for the Demand Acceleration Platform, select Only these email credentials. |
| If you have a Managed Service package with Integrate and want to share a report with a recipient who does not have a user login to the Demand Acceleration Platform, please send this request to your Campaign Manager. This is to ensure you have given consent to PII being shared with the recipient. |
If Custom is selected, add a Start Date and End Date.
3. Click Generate.
4. When your report is ready, recipients will receive an email titled, Your Integrate Report from Integrate.Reports@integrate.com.
| You may need to check your junk folder and add us to your safe sender list to be sure you receive notification emails. |
| The link to the report will expire in 7 days. Once expired, you will need to repeat the process of generating the report. |
Downloading reports: recipients who have login credentials to the Demand Acceleration Platform
Click the link in the email - this will open a web browser and direct the recipient to the Reports page, if they're already logged in to the Demand Acceleration Platform.
If the recipient is not logged in, they will be prompted to do so before redirecting them to the Reports page.
The report file will then download securely.
Downloading reports: recipients who do not have login credentials to the Demand Acceleration Platform
Click the link in the email - this will open a web browser page requesting an Authorization Code. The code will be sent to the recipient's email address.
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The Authorization Code is valid for 4 hours and will be sent to the same email address. |
Copy the Authorization Code from the email.
Enter the Autorization Code and click Access Report to prompt the report to download.
Scheduling a Report
You can schedule a report so that it is delivered on a recurring basis.
1. Open a report and go to the Schedules tab.
2. Use the customization options to tailor the report email that recipients will receive.
Add the following:
| Field | Description |
| Delivery Type | Defaults to Email and cannot be changed. |
| CSV Filename | State a filename that should be used to the report when it is generated. |
| Email Subject | Add an email title to be displayed in the email subject line. |
| Email Body | Add any needed text description to form the body of the email. |
|
Link Access Settings |
Select either:
|
Scroll down to state whether the report is being shared with recipients who do not have access to the Demand Acceleration Platform.
| If you have a Managed Service package with Integrate and want to share a report with a recipient who does not have a user login to the Demand Acceleration Platform, please send this request to your Campaign Manager. This is to ensure you have given consent to PII being shared with the recipient. |
3. Select Create Schedule to define how frequently reports should be sent and when.
4. This will open the Create Scheduler modal.
Add the following:
| Field | Action | Description |
| Recipients | Add one or multiple email addresses. |
The users who will receive access to the report via email.
|
| Data Settings |
Choose from:
|
|
| Runs |
Choose from:
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Defines the frequency of the report. Choose one or multiple.
|
| Ends On |
Select a date. |
Indicates when the report should stop being sent.
|
| Select Run Times | Select one or multiple times. |
Choose when the report should run.
|
| Start and end dates are set in UTC time. Once set, the Upcoming Run Times section will update with the next times your report will run displayed in UTC time. |
5. Click Create & Attach to schedule your report.
6. The schedule will become visible in the table, where you can:
- Use the toggle to temporarily switch off the schedule.
- Click the pencil icon to edit the schedule.
- Use the x button to delete the schedule.
7. On the Reports page, the newly scheduled report will appear in the Upcoming Run Times column, at first as Pending. Once it generates the first report, the column will display the next run date and time.
Frequently Asked Questions
Which of the lead timestamps is used to determine the date range specified in a report?
Lead data is considered to be within the report's date range according to the Updated Timestamp.
What is 'net new data' and what does it mean for Scheduled reports?
Scheduled reports using the 'Current' Data Setting will include only net new data from the last time the report was sent. The Demand Acceleration Platform defines 'net new' as a lead that is new to the system and has not had a previous payout recorded. If a lead is updated and it has been already Accepted, it will not appear again in a recurring report.
Why are some reports generated faster than others?
Report processing times can vary depending on the size of the report and amount of data that needs to be processed.
Troubleshooting
Here are some common issues encountered and how to rectify them.
| Problem | Action |
| Report email not received. |
Check your junk folder for Integrate.Reports@integrate.com and add the address to your safe sender list. |
| Scheduled report email not received. |
Check the report settings and ensure the End Date has not been reached. |
| The report data looks incorrect. | In the Demand Acceleration Platform, check the Sources selected and dates included. The reporting functionality operates on UTC time so all dates selected will start/end in accordance with this timezone. |
| Unable to download report from the link. |
To ensure compliance, reports are not attached to the notification email and only the authorized report recipients are able to utilize the download link. Check your browser’s pop-up blocker and ensure downloads from integrate.com are allowed. |
|
Individual user permissions do not allow access to reports. |
This may have been restricted intentionally to prevent the sharing of PII. Contact your Integrate team to find out more. |
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The Link Access Setting isn't visible. |
Perform a hard reload in your browser:
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If you need additional assistance troubleshooting or checking if you have access to the reporting feature, please see Permission Levels and/or contact Integrate Support.
Recommended Reading
- Building Reports
- Creating Reports
- Source Selection & Sidebars
- Report Types in the Demand Acceleration Platform