Campaign Reports - Scheduled Reports
Basis Platform supports scheduling campaign reports. Once the scheduled report is set up, Basis builds the report on the chosen days, and sends an email to let recipients know when the report is ready. This email contains a link that downloads the report.
You also have the option to modify and pause future versions of an existing scheduled report. Click Edit icon from the existing report. The fields are auto-populated from the existing report. Modify the fields and save the report. To disable a scheduled report, click the Pause icon. The scheduled report is stopped and has a Paused status. Click the Resume icon to continue the scheduled report. The scheduled report has an Active status.
|Create a Scheduled Report|
|1||Enable Create Schedule.|
Select the Data Through*.
Select the frequency under Repeats from the drop menu.
Note: Basis Platform creates a reoccurrence of the report by the elapsed period based on the Repeats. The Repeats limit the number of scheduled reports (all) by your agency:
Default Schedule Limit:
Enter the Start* and End Date*.
Note: The default is the current month. The start time is 7:00 AM CST.
Select recipients to be emailed when the reports are ready:
Note: For Client, Brand, and Campaign reporting, refer to the scope selection options.
The scheduled report displays the file name along with the author and date stamp. The starts, ends, repeats, and remaining reports information is visible. The number of remaining reports is calculated based on the Repeats and Start and End Date.
Active Schedule Report Information Example
Note: Basis Platform supports 30 active, scheduled reports for your agency. Contact your Customer Success Manager for more details on the default scheduled report limits for your agency.
Campaign Reports - Create Schedule
Note: When a campaign exceeds the maximum number of groups/tactics the DSP report selections are greyed out. The maximum number of groups is 50. The maximum number of tactics is 1000.