Bulk Management: Report Profiles

Accepted Values:

‘Add’ : to be used when a net new row is being included in the file, symbolizing a net new report profile

‘Update’ : to be used when an already existing row is being updated in some way

‘Delete’ : to be used when a report profile should be removed 

‘Ignore’: to be used if nothing should be done with the row. Leaving the cell blank is also accepted, defaulting to “ignore”

‘Pause’ : to pause a scheduled report from its set run schedule

‘Resume’ : to unpause a scheduled report and resume its set run schedule

This column is considered ‘Read Only’ meaning that values will be included here in order to view, but the column itself is ignored altogether / uneditable

The only value a user could expect here is ‘Paused,’ meaning that a report profile has been paused from its original runtime schedule. A blank field means it’s unpaused

**system will not catch values in this column due to it being read-only. Be sure to include Pause / Resume commands in the Action column.

The name that was given to the file. Placeholders listed in the Report Profile settings screen are accepted here [insert link out to already existing KB article that includes these]

This field is Case Sensitive.

Required

This is the type of file that will be created when the report is run. This cannot be changed after the report has been created.

Accepted Values: PDF, Powerpoint, CSV

Required

Accepted Values: 

‘Manual’ - to be run on demand by the user. If selected, then columns I - L are not required. 

‘Daily’ - if selected, columns J and K are not required. 

‘Weekly’ - if selected, then column J is not required. 

‘Monthly’ - if selected, then column K is not required.

Required

Accepted Value here depends on the given Schedule Type

If ‘Monthly,’ can be any integer from 1 to 12. Represents the number of months to wait between runs.

If ‘Weekly,’ can be any integer from 1 to 52. Represents the number of weeks to wait between runs.

If ‘Daily,’ can be any integer from 1 to 45. Represents the number of days to wait between runs.

Required if NOT manual

Accepted Values: ‘Quick’ and ‘Absolute’

*Note: ‘Relative’ is also an option to select manually through the report settings, and if a report profile is already set to ‘Relative,’ then this field would read: ‘Relative (Info not Included)’ upon export. At this time, cannot handle updates to a Relative Date Range Type nor update an existing report to use Relative. This must be managed manually through the UI. 

Required field if Date Range Type is set to ‘Quick.’ Accepted values will be the options provided under the ‘Quick’ tab of the Date Range Override picker (see report settings).

[Insert link to existing KB article with all these options listed– is there one?]

The Starting Date that will be used for the Absolute Date Range for this report.

Required field if Date Range Type is set to 'Absolute'

Must be in the format: YYYY-MM-DD

The Ending Date that will be used for the Absolute Date Range for this report.

Required field if Date Range Type is set to 'Absolute'

Must be in the format: YYYY-MM-DD

This is a Read Only column, where values listed here could be: Email, S3, SQL, Big Query, or FTP. *

The user is able to update the settings of an existing report profile that is in ANY Delivery Mode (including S3, SQL, etc), but is not able to update the Delivery Mode (because Read Only).

Any net new reports /rows that are imported, will always be Delivery Mode of Email. Users cannot create new reports through bulk management meant for any Delivery Mode other than Email. These must be made manually in NinjaCat since credentials are required in the Report Profile Settings in order to create this type of report.

*Note: Delivery Modes of S3, SQL, Big Query, and FTP are only available to users who have had the ‘Data Pipelines’ feature enabled. Please reach out to your CSM if this is a needed feature.

if the report Delivery Mode is Email, either set to Do Not Email or Automatic Email. 

Use ‘Automatic’ to automatically email the report when it's run automatically (manually running a report will not send an email). ‘Do Not Email’ will still run the report as scheduled, but it will not send and be left in the Report Profile library available for download.

if the report Delivery Mode is Email, either set to Single or Multiple.

Select "Single" if you want 1 email sent to all email addresses. Select "Multiple" if you want a separate email sent for each email address.

By default, reports will be emailed to the email associated with the Account. Enter a value here to send to a different set of email addresses. Use a semicolon to separate each email if entering multiple emails (e.g. john@email.com;frank@email.com)

Can be left blank

By default, reports will use the subject configured in the Agency Settings Email Templates. Enter a value here to supply a custom subject for this report. Placeholder Clips are accepted here. Click this link to view placeholder definitions.

This field is Case Sensitive.

By default, reports will use the body configured in the Agency Settings Email Templates. Enter a value here to supply a custom body for this report. Placeholder clips are accepted here [insert KB link]

This field is Case Sensitive.