WHAT ARE SCHEDULED REPORTS :
Scheduled reports simplify the process of tracking the performance of all the referral and loyalty programs as they can now be delivered into your inbox! Learn via this article what are scheduled reports and how to set up scheduled reports in InviteReferrals.
Apart from creating campaigns, (loyalty programs and referral programs), you can now schedule reports to keep a track of all the referrals and referrers. You can directly see all the analytics regarding the enrollments and conversions on your campaigns. An integrated report can enable you to have a panoramic view of your customers' activity so that you can improve the strategies further. Also, you can save up your time in collecting all the data.
Read this article to know more about the schedule reports and how you can configure them in InviteReferrals. Scheduled reports are customizable and automated reports which can be delivered right into your inbox.
HOW DO SCHEDULE REPORTS WORK IN INVITEREFERRALS :
InviteReferrals enables you to evaluate the analytics of all the events happening on your site. You can configure the settings for scheduling the report and automate it at the same time to receive the report at a specific time interval.
Below are the steps to schedule the report :
1. Navigate to the InviteReferrals dashboard> Settings > schedule report.
2. Click on “Add report” and define the variables for SCHEDULING A NEW REPORT :
Report: Select the event for which you want to schedule the report, i.e. Enrollment or Conversion.
- Enrollment: Select this event if you want to know the analytics regarding the users who have enrolled or registered for the referral/loyalty program.
- Conversion: You can choose the following event if you want to schedule the report for the analytics of the users who performed an action and converted into a customer.
Schedule Type: Determine the type of report you want to schedule, i.e. a one-time or a recurring one.
- One-time: Choose the one-time in the schedule type if you want to receive the report only once.
- Recurring: Select the recurring in schedule type field if you wish to receive the report at a specific time- interval.
How to schedule a one-time report :
a. Report: Select the event for which you want to schedule the report, i.e. Enrollment or Conversion.
b. Schedule Type: Select the SCHEDULE TYPE as one-time from the drop-down menu.
c. Date to include: Select the time frame for which you want the report. For example - If you want to receive the report of all the conversions on your referral programs from the last 7 days, then select LAST 7 DAYS from the drop-down menu.
d. Send To: Specify the email address on which you want to receive the report.
Next, click on the SCHEDULE button.
Note: The email address must be specified with separated commas.
How to schedule a recurring report :
a. Report: Select the event for which you want to schedule the report,i.e. Conversion or enrollment.
b. Schedule Type: Choose the RECURRING option in the following field.
c. Frequency: Select the frequency for the report, which means do you want to receive it on a daily, monthly, or weekly basis?
- You can choose the DAILY option if you want to receive it daily. Specify the time at which you want to schedule and receive the report. Choose the time from the drop-down menu.
ii. You can choose the Weekly option if you want to receive the report on a weekly basis. Select the day and time from the drop-down menu for scheduling a weekly report.
iii. Select the Monthly option to schedule and receive the report on a monthly basis. You can choose the date and hours from the drop-down menu.
d. Time: Determine the time in the hrs: minutes format at which you want to receive the report.
e. Date to include: Select the time frame for which you want the report. For example - If you want to receive the report of all the conversions on your referral programs of the last 15 days, then select LAST 15 DAYS from the drop-down menu.
f. Send To: Specify the email address on which you want to receive the report.
Note: The email address must be specified with separated commas.
Next, click on the SCHEDULE button.
Note: You can view all the created reports below the ADD REPORT section. You can choose to update/delete the settings for scheduling a report.
CONCLUSION
The automated scheduled reports ease up your work in shifting your focus on much more productive processes. It will help you in maximizing your business growth by analyzing the in-depth analytics of the campaigns.