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:
- Navigate to Experience > Web Paths.
- Select a web path.
- Adjust the time range to the period you want to capture.
- 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
- View scheduled reports
- Run a scheduled report
- Edit a scheduled report
- Delete a scheduled report
Create a scheduled report
To create a scheduled report:
- Navigate to Experience > Web Paths.
- Select a web path.
- Adjust the time range to the period you want to capture.
- Click Schedule Report.
- In the Name field, enter a name for the schedule.
- In the Frequency field, select the reporting frequency.
- All reports are delivered at midnight in the timezone of the user that created the report.
- 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.
- In the Report Filename field, select the report filename format.
- In the Send to Email field, specify the email addresses to send the report to.
- 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:
- 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:
- Navigate to Reports > Scheduled and Saved Reports.
- 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:
- Navigate to Reports > Scheduled and Saved Reports.
- For the schedule you want to edit, select > Edit.
- Update the schedule as appropriate.
- Click Save.
- The scheduled report is updated.
Delete a scheduled report
To delete a scheduled report:
- Navigate to Reports > Scheduled and Saved Reports.
- For the schedule you want to delete, select > Delete.
- Click OK.
- The scheduled report is deleted.