- Customer Journey Analytics Guide
- Release Notes
- Customer Journey Analytics overview
- Customer Journey Analytics overview
- Getting Started
- Consistency of metrics and audience membership counts between Real-time CDP and CJA
- CJA Access Control
- Customer Journey Analytics landing page
- Adobe Analytics to Customer Journey Analytics evolution
- User Guide for new Customer Journey Analytics users
- View and manage CJA usage
- Frequently asked questions
- Compare Adobe Analytics and Customer Journey Analytics
- Utilize Adobe Analytics data in Customer Journey Analytics
- Customer Journey Analytics feature support
- Compare terminology for Analytics data passed through the Analytics Source Connector
- Compare data processing across Adobe Analytics and CJA
- Virtual reporting environments and sandbox environments
- Processing Rules, VISTA and classifications versus Data Prep
- AAID, ECID, AACUSTOMID and the Analytics Source Connector
- Deletion implications
- CJA glossary
- Data Ingestion
- Connections
- Data Views
- Workspace projects
- Analysis Workspace overview
- Perform basic analysis
- Perform advanced analysis
- Projects
- Visualizations
- Panels
- Curate, Share and Schedule projects
- Attribution IQ
- Virtual Analyst
- User preferences
- Workspace FAQs
- Components
- Components overview
- Annotations
- Audiences
- Dimensions
- Metrics
- Filters
- Calculated Metrics
- Calculated metrics overview
- Calculated Metrics workflow
- Calculated metrics workflow
- Find metrics
- Build Metrics
- Metric Type and Attribution
- Build a simple “Page Views per Visits” metric
- Filtered metrics
- Stack and replace segments
- Filtered and weighted metrics
- Use functions
- Participation Metric
- Tag calculated metrics
- Approve calculated metrics
- Share calculated metrics
- Calculated Metric Manager
- Basic functions
- Advanced functions
- Date ranges
- Analytics dashboards
- Report Builder
- Cross-Channel Analytics
- Adobe integrations
- Data Governance
- Use cases
- Labs
- Troubleshooting
- CJA API
Schedule projects
From the Workspace Share menu, you can send Analysis Workspace projects via email to selected recipients. Files can be sent in CSV or PDF format.
Send file now
To send a file immediately to recipients via email:
- Click Share > Send File Now.
- Specify the file type (CSV or PDF).
- (Optional) Add a description that will be included in the email to explain the file being received.
- Add recipients or groups. Email addresses can also be entered.
- (Only for Healthcare Shield customers) Provide a password. See the section Password-protect a scheduled report.
- Click Send Now.
- (Optional) Click Show scheduling options to specify a delivery schedule.
Send file on schedule
To send a file on a recurring schedule to recipients via email:
- Click Share > Send File on Schedule.
- Specify the file type (CSV or PDF).
- (Optional) Add a description that will be included in the email to explain the file being received.
- Add recipients or groups. Email addresses can also be entered.
- (Only for Healthcare Shield customers) Provide a password. See the section Password-protect a scheduled report.
- Specify the range the schedule should be delivered over by modifying Starting on and Ending on inputs. The end date must be within a year from the day the schedule is created or modified.
- Specify the delivery frequency. Each frequency allows for different customizations.
- Click Send on schedule.
Scheduled Projects manager
Scheduled Analysis Workspace projects can be managed under Analytics > Components > Scheduled Projects.
In the Scheduled Projects Manager, you can edit and delete recurring project schedules. Search for a schedule in the search bar or by using the filter options in the left rail. You can filter by tag, approved schedules, owners and more.
The following are common actions in the Scheduled Projects manager:
| Action | Description |
|---|---|
| Edit schedule | Click the title of the schedule to update its delivery settings. |
| Delete schedule | Select the scheduled project in the list and then click Delete from the menu. This will delete the selected schedule for the project; the project itself will not be deleted. |
| Add tags | Select the scheduled project in the list and then choose “Tag” or “Approve” to organize your schedules and make them easier to search for. |
| View failed schedules | Navigate to the left rail > Other filters > Failed to see schedules that have failed. |
| View expired schedules | Navigate to the left rail > Other filters > Expired to see schedules that have expired. Click the title of the schedule to setup a new deliery schedule. |
| View schedule ID | Navigate to column options in the top right and add the Schedule ID column to the table. The scheduled ID is often useful for debugging. |
The Scheduled Projects Manager shows the items that a specific user has created. If the user account is disabled in the application, all scheduled deliveries stop.
Password-protect a scheduled project
The option to password-protect a scheduled project appears only for CJA customers who have purchased the Healthcare Shield add-on product.
Adobe uses the password to encrypt scheduled projects, whether they are sent in .pdf or .csv formats.
After your company has purchased the Healthcare Shield SKU and has been enabled for it, the prompt to create a password for a scheduled project pops up under two circumstances:
-
When someone creates a new scheduled project.
-
When an existing scheduled project is about to be sent. The currently scheduled project will be disabled until password protection is in place. The owner of the scheduled project will receive an email to this effect.
Password requirements
The password requirements conform to the Adobe standard, requiring a minimum of 8 characters with at least one number and one special character.
Password-protect a new scheduled project
- After you have saved your project, go to Share > Send file now, or Share > Send file on schedule.
- Follow the instructions above, under Send file now or Send file on schedule.
Password-protect an existing scheduled project
Prior to the time for which a project is scheduled, the project’s owner will receive an email similar to this:
- Log back into Customer Journey Analytics.
- Click View Scheduled Project.
- In the Edit scheduled project dialog, enter and re-enter a password.
- Let (only) the recipients of the scheduled project know about this password.
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