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Generating & Scheduling Reports

Vorpahl
  • Updated

Overview

Once you have created a report and added your Sources and settings, you can then generate or schedule your report to be delivered in a CSV format. 

This article includes these sections:

Before You Begin

Check your permissions! Access to report types can be restricted on a user basis. Unsure about your permissions? Contact your Integrate team or read more in our Permission Levels article.

 

Generating a Report

To download a one-time report, click the Generate(1) button to open the Generate Report modal.

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Select the time period(2a) you would like your report to include and the email address(es)(2b) of the recipient(s). Additional detail on these options is available below.

Click Generate(2c) to submit and a pop-up notification will confirm your report is processing.

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When your report is ready, the recipients will receive an email titled Your Integrate Report(3a) from Integrate.Reports@integrate.com(3b). 

Click the link(3c) to access the report. This will open your web browser to download the CSV file securely within your Integrate Data Acceleration Platform account. 

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Helpful Hint: Add Integrate.Reports@integrate.com to your safe sender list to avoid these notifications going into your junk folder

Details on Time Period(2a)

  • Preset selections– Today, Yesterday, Last 30 days, etc. (according to UTC time)
  • All Time – Will include all data from the lifetime of your selected Sources
  • Custom – Will open date picker to select your own start/end date (according to UTC time)

Details on Email Address(2b)

  • Your email address will auto-populate first
  • Want to add more recipients? Click the ‘+’ button, type in an email address, and click the ‘+’ again to submit 
  • Be sure all users have an Integrate Data Acceleration Platform account with the correct permissions before adding them

 

Scheduling a Report

To schedule a report to be delivered on a recurring basis, navigate to the Schedules(4) tab within your report.

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Customize the CSV Filename(5a), Email Subject(5b), and Email Body(5c) to help you identify and utilize this report upon receipt. 

Select Create Schedule(6) to open the Create Scheduler pop-up modal.

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Within the Create Scheduler pop-up modal, you have the following available options…

  • Recipients(6a)
    • Separate each email address with a comma, add all user emails you wish to receive this report on this cadence
    • Recipients must also have the correct user permissions within this Integrate Data Acceleration Platform account

  • Data Settings(6b)
    • Current – Will include only net new data from the last time the report was sent
      • The Data Acceleration Platform defines 'net new' as a lead that is new to our system and has not had a previous payout recorded
      • Updated leads that had previously been Accepted would not appear again in this recurring report after being updated
    • Cumulative – Will include all data from the lifetime of the Sources selected

  • Select Interval(6c)
    • Runs – Daily or Monthly – Choose whether you’d like your report to run on specific days every week (i.e. Mondays and Wednesdays) or on specific dates each month (i.e. the 1st and the 15th)
    • Ends On – Indicate the date you want to stop sending this scheduled report. This will default to today’s date and must be moved out.

  • Select Run Times(6d)
    • Time(s) – Choose the time(s) you would like this report to run, you may select multiple times. 
    • Please Note: These are always listed in Arizona time (does not observe daylight savings time).


Once set, the Upcoming Run Times(6e) section will update with the next times your report will run according to the timezone specified within your Organization Settings.

Click Create & Attach(6f) to submit and add this schedule to your report. 

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You can add multiple schedules to a report and edit(7a), delete(7b) or deactivate(7c) existing schedules as needed.

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On your Reports Dashboard, this new scheduled report will first appear in the Upcoming Run Times(8) column on as ‘Pending’. Once it generates successfully the first time, it will display the next run date and time.

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Report Generation FAQs

  • Integrate's Data Acceleration Platform operates on UTC time so all dates selected will start/end according to this timezone
  • Leads are pulled within the date range selected according to their Updated Timestamp
  • Scheduled reports using the 'Current' Data Setting will include only net new data from the last time the report was sent
    • The Data Acceleration Platform defines 'net new' as a lead that is new to our system and has not had a previous payout recorded
    • Updated leads that had previously been Accepted would not appear again in this recurring report after being updated
  • Report processing times may vary depending on the size of the report
  • To ensure compliance, reports are not attached to the notification email and only the authorized report recipients are able to utilize the download link
    • Unsure about your permissions? Contact your Integrate team or read more in our Permission Levels article
  • Your web browser will need to allow downloads from integrate.com to access your report

 

Having Trouble?

Here are some tips that help users through this area of the platform…

  • Haven’t received your report? Check your junk folder for Reports@integrate.com and add us to your safe sender list
  • Think you received incorrect data in your report? Check the Sources selected and dates included. Integrate's Data Acceleration Platform operates on UTC time so all dates selected will start/end according to this timezone
  • Unable to download report from the link? Check your browser’s pop-up blocker and update to allow downloads from integrate.com
  • Have the wrong permissions for reporting? This may have been restricted intentionally to prevent the sharing of PII. Contact your Integrate team to find out more.

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