¶ Description
The new Digiteka platform allows you to easily set up and deliver automatic reports you have created. These automated reports will allow your team to follow up performance and can be shared with any Digiteka users (or specific email addresses) you choose.
To access this feature, go to the "My reports" interface and click on the contextual button of the report you wish to schedule.
Click on "Create a report".
¶ Setup
In case the report you want to schedule contains sensitive data (related to revenue or monetization) a warning message will inform you
¶ Adding Recipients
Then select the desired recipient(s) for the report via this field. By default your own email address is added to the recipients but you can choose to remove it. You can choose to send the report to specific groups of users or to specific users.
You can also add a new recipient by entering their email address by hand and confirming with the "Enter" key
Each recipient or user group you select is added as a chip in the field
¶ Reporting title
This field is automatically populated with the name of your report to save you time. You can manually customize the title in this field as necessary.
¶ Frequency of sending
Then select the frequency of delivery, you can choose a one-time report, a daily report, a weekly report or a monthly report.
If the report you wish to send has been set up over a fixed period (instead of a variable period) only the individual report will be sent and this field will therefore not be visible.
¶ Reporting time
Once you have programmed your delivery, select the time at which you want the automatic reports to be sent.
¶ Sending format
Before sharing you can choose the format of the report that you and your recipients will receive.
Available format :
CSV
XLSX
¶ Reporting table
Click here to access the reporting table.
¶ Active reports
You can easily find currently active reports automatically with the "envelope" sign