The top toolbar allows you, for example, to modify, save or print your report.
Use the Project tab to:
The Edit tab allows you to:
The Insert table lets you customize your reports by adding graphs and tables to your dashboard:
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The left tabs let you build your report and filter your data as needed.
These tabs give you access to the following items:
The toolbar can be found above your workspace. Composed of different tabs, it allows you, for example, to modify, save, share or print your report.
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Use the Project tab to:
The Edit tab allows you to:
The Insert tab lets you customize your reports by adding graphs and tables to your dashboard:
The Share tab allows you to send your reports with Adobe Campaign users through one-shot or recurrent emails. The targeted users will then receive an email with your report attached.
Send report now: Send your report to a list of chosen recipients through a one-shot email.
In the Send report window, add a description if needed.
Select the recipients from the drop-down. Note that you cannot select users outside your organization.
Check Show scheduling options if you want to send recurring emails. This can also be done by selecting Send Report on schedule in the Share tab.
Click Send now. Your recipients will then receive an email with your report attached.
Send report on schedule: Schedule your report and send recurring emails to your recipients.
In the Send report window, add a description if needed.
Select the recipients from the drop-down. Note that you cannot select users outside your organization.
Select your starting and ending date to configure your email validity in the Starting on and Ending on fields.
Choose at which frequency your email will be sent.
Click Send on schedule, your recipients will receive your recurring email depending on the chosen frequency.
Scheduled reports: Find and configure all your scheduled report.
In the Scheduled reports window, find all your recurring sent reports.
If you need to delete one of your scheduled report, select the scheduled report you want to delete then click Delete the section.
To configure or check your scheduled reports, click directly on the report you need to change.
The Edit scheduled report window appears, you can now change the recipients or frequency of your email if needed.
The targeted users will then receive an email with your report attached directly in their inboxes. Users can always decide to stop receiving recurring emails using an unsubscription link available in each recurring email.
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