How to Create and Manage Automated Reports

Table of Contents: 

• Overview
• How to Find the Automated Report Page
• Set up a New Report
• How to Edit a Report
• Reports Log

Overview

Automated reports allow users to view graphical representations of tailored data without having to log into the portal. They can be configured to be sent daily, weekly, etc.

How to Find the Automated Report Page

Automated Reports can be found via the left side navigation menu in the Blue Triangle Portal under 'Alerts & Automated Reports'.

How to Set Up a Report 

Click the Create Report button towards the top left of the screen or, if there are not any reports already configured, in the middle of the page

Select either Real User or Synthetic data

Select the kind of report needed from the list of options. Click the question mark icon to the top right of each thumbnail for some extra information

Then fill out the necessary information to configure this report. Essential information fields will be marked with a red asterisk. 

Example Configuration:

Select filters to tailor the data sent in the report

• Click the Create button to save the newly configured report
• The new report will appear in the table. This is where the report can be edited, deleted, or a new report can be generated. Click the checkbox next to multiple reports to carry out a few bulk actions. 

How to Edit a Report

In the top left corner under the 'Create Report' button toggle between the reports that have been created under the user, and the reports set up for the site by selecting either the 'User' or 'Site' button. 

To edit a report, click the wand icon next to the report. 

Reports Log

Lastly, the Reports Log page gives an overview of reports run along with keeping a log of emails sent about reports.