Experience Reports

You can generate a PDF report of the web path performance charts based on the currently filtered time range. The report can be downloaded directly or scheduled for generation and distribution.

Download a report

You can download a PDF report containing the web path performance charts to your computer.

To download a report:

  1. Navigate to Experience > Web Paths.
  2. Select a web path.
  3. Adjust the time range to the period you want to capture.
  4. Select > Download PDF.
    • The Experience Report is downloaded to your computer.

Scheduled reports

Scheduled reports provide a way to have a PDF report containing the web path performance charts generated and emailed automatically to a list of recipients as often as every day.

Actions include:

Create a scheduled report

To create a scheduled report:

  1. Navigate to Experience > Web Paths.
  2. Select a web path.
  3. Adjust the time range to the period you want to capture.
  4. Click Schedule Report.
  5. In the Name field, enter a name for the schedule.
  6. In the Frequency field, select the reporting frequency.
    • All reports are delivered at midnight.
    • Daily reports are delivered daily.
    • Weekly reports are delivered on Sunday.
    • Biweekly reports are delivered every other Monday on even days of the year.
    • Monthly reports are delivered on the 1st of every month.
    • Quarterly reports are delivered on the first day of January, April, July, and October.
  7. In the Report Filename field, select the report filename format.
  8. In the Send to Email field, specify the email addresses to send the report to.
  9. Click Save.
    • The scheduled report is created. The Experience Report will be generated and distributed according to the report schedule specified.

View scheduled reports

To view a list of scheduled reports:

  1. Navigate to Reports > Scheduled and Saved Reports.
    • The scheduled reports are listed in the Scheduled Reports section.

Run a scheduled report

You can run a scheduled report at any time.

To run a scheduled report:

  1. Navigate to Reports > Scheduled and Saved Reports.
  2. In the Scheduled Reports section, for the scheduled report you want to run, select > Run.
    • The scheduled report is run.

Edit a scheduled report

You can only edit the scheduled reports you created unless you have Organization Admin privileges.

To edit a scheduled report:

  1. Navigate to Reports > Scheduled and Saved Reports.
  2. For the schedule you want to edit, select > Edit.
  3. Update the schedule as appropriate.
  4. Click Save.
    • The scheduled report is updated.

Delete a scheduled report

To delete a scheduled report:

  1. Navigate to Reports > Scheduled and Saved Reports.
  2. For the schedule you want to delete, select > Delete.
  3. Click OK.
    • The scheduled report is deleted.