Step 4: Customize the content

Customizing the content gives you the ability to create several views of the same analysis and schedule a different delivery for each view. For example, you can create views with a specific sent date range, combination of campaigns, or a marketing strategy.

  1. Click the Picture of the edit icon icons as needed to create the view of the analysis for delivery.

    For example, to create a report with the last 7 days’ data:

    1. Click Picture of the edit icon of “Relative Date Range”.”Sent Date Range”.

      2. Screenshot pointing to the "relative date range"."sent date range" section in the customize delivery content page.

    2. In the Edit Parameter Filter dialog, select Is equal to/is in.

      Screenshot of the edit parameter filter dialog

    3. Click Picture of a magnifying glass icon to open the Select Values dialog.

      Screenshot pointing to the magnifying glass icon

    4. Select Last 7 Days and click >, then click OK.

      Screenshot of the select values dialog

  2. Click OK on the Edit Parameter Filter and Customize Delivery Content dialogs to return to the Delivery Content tab.

  3. In the Format list, select the format for the delivery

    Screenshot pointing to the format list in the delivery content tab

    Note: PowerPoint, Excel, and CSV are the most commonly used delivery formats. For Excel, we recommend selecting Excel 2007+. For CSV, all columns on the analysis, including the columns that are not available in the default view, are included in the email delivery.

Next steps

Step 5: Select recipients

Step 6: Save the schedule

Learn more

Emailing an Analysis from Interactive Dashboards

Prebuilt Reports in Insight

Custom Report Prompts

Email Analysis, Interactive Dashboards plus