Question & Answer
Question
(Legacy Interface): How do I set-up Action Ready Reports?
Answer
To create an Action Ready Report click on Action Ready Reports found in the?Distribution Tab under the Manage menu and select "Create New Report". The Digital Analytics Users Guide (available to download from "Help" option link found at the top?right corner of Analytics interface) provides step by step directions for creating the Action Ready Reports.
This page enables you to create and edit the email details for Action Ready Reports. You specify whether this is a report that will be run once (and if so the period for this report) or an ongoing series of reports the email address (either a single recipient or a distribution group) and any message you want to go with the report.
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| File Name | Specify which name you would like for distribution. |
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| Recipients | Enter (or edit) the email address(es) to which the reports are to be sent. If multiple addresses comma delimit them (e.g. aaa@yoursite.com bbb@yoursite.com ccc@yoursite.com etc). |
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| Subject | Enter the subject line for the email that goes with this report. The default is "IBM Digital Analytics ARR - " followed by the frequency of the report. This can be edited. |
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| Message | This is the content of the email. The default is "Please find the attached IBM Digital Analytics Action Ready Report Notebook. Thank you IBM Digital Analytics ARR" This can be edited. |
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| Frequency | Select the frequency drop down menu if you want to send this report at a predefined frequency. You can then select the frequency from the dropdown menu. This can be weekly monthly quarterly or yearly. The data in the report is from the period since the last report was sent. When selecting the schedule option you should not expect immediate delivery. You have arranged for an Action Ready Report notebook to be delivered on a distribution schedule. If you scheduled a weekly delivery the Action Ready Report notebook will be emailed after the current week has been processed in full and continue to send an email every week moving forward. |
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| Select the One-Time option?if you want to generate and send a one-time Action Ready Report. You can then select the period by clicking on the calendar icon. This enables you to pick the period (week month quarter year) and then select the dates for this period. If you select the One-Time option and choose a time period that has already completed in full (e.g. last week) the Action Ready Report notebook will be immediately queued for processing and delivery. If the "One-Time" selection includes a time period yet to be processed in full (e.g. this week) it will wait until that time period is fully processed prior to sending. |
When you have completed this information click the Save button. If you have created a scheduled report it will be shown on the Action Ready Reports Menu.
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Document Information
Modified date:
08 December 2018
UID
ibm10750521