1. How do I configure the reporting task types in journeys?
  2. Considerations for Using Report, Analytics, and Visualization Configuration Task Types

Considerations for Using Report, Analytics, and Visualization Configuration Task Types

This table shows the considerations for each task type.

Task Type - Report (BI Publisher Report) Task Type - Analytics (OTBI Analysis) Task Type - Analytics (Visualization Configuration)
Available in guided and non-guided journeys. Only available in guided journeys. Only available in guided journeys.
Create a custom data model and RTF template. Utilize the existing subject area when creating an analysis. Combine OTBI analysis with enhanced, Redwood-themed data visualization.

Requires prior creation and maintenance of a visualization configuration.

When used in a guided journey, the report output can't be created as a document record.

When used in a non-guided journey, if the document type is specified, the report output is automatically created as a document record for that document type. The document record is created in the task performer or journey assignee's document records based on how you have configured it.		 The analysis output can't be created as a document record. The analysis output can't be created as a document record.