Before Starting

Note that you need to have Reports Self Service permissions in order to send reports.

Once you have created a report, you can send it to email recipients whenever you need to. All reports—including those with a scheduled delivery—can be sent ad hoc on an as-needed basis.

Note that the report sent does not include data from the current day, as this data is not yet ready for reporting. This is also indicated in the report date picker (when defining a custom date range) where the current date is displayed in gray and is unselectable.

grayed_out_date.jpg

To learn how to create a report, see Creating a New Report.


Begin by clicking the Reports Reports_icon_3.jpg icon at the top of the page.
Click_report_icon.jpg

1.

Locate the report that you want to send.

2.

Use either of the following methods to access the send options:

A B
Select the report and then click Send on the top menu.

Select_and_click_send.jpg
3.

In Send report to, enter one or more email addresses, separated by a comma.

send_report_to.jpg

4.

In Using data from, open the drop-down list and select the report range.
▶ If you select Custom, use the date pickers to specify the date range for the report.

Using_data_from.gif

5.

(Optional) In Include sessions from, open the drop-down list and select the type of session that you want to report on: production, test, or both.
▶ By default, Production is selected.

Include_sessions_from.jpg

6.

Click Send.

A notification, confirming that the report is being sent, is displayed at the bottom of the page:

Report_sent.jpg

Following this, the recipients will receive an email containing a zipped CSV file of the report data.
▶ If the report contains a large amount of data, it may take longer to process. If the email is not received immediately, please wait several minutes before sending the report again or contacting SundaySky Customer Support.

Email_sent_sample.jpg

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.