This job was previously called: Generate Report (S).

This job generates current data for an existing report. The system sends a notification email to the owner of the job when the report has been generated. The message contains a link for logging in to Engage and downloading the report. The exported file is available via this link for seven days. The message is only sent to the owner of the automation and not the notification address included in the definition of the report.

Reports can be set up to generate data for a relative time frame, for example, a group report that provides a summary of activity for the previous week. When this job is scheduled with a repetition that corresponds to the time frame for the report, updated information can be exported on a regular basis.

The report generated by this job must already be defined in the system. For more information, see Reports​.

Basic Settings​

​Name​

This input field defines the name of the automation. The name is used to identify the automation in the system. It appears on the ​Time-based Automations Overview​ window. The maximum length is 100 characters.

​Description​

This input field defines a description of the automation. The description makes it easier to identify the automation in the system.

​Job​

This input field defines the job. For a list of all available jobs, see All Available Time-Based Jobs​.

Define Job​

This area defines the specific parameters of the job.

  • Report: This drop-down list defines the report to be generated.

Schedule

Schedule

This button saves your changes and opens the ​Schedule Time-based Automation​ window. Here you define the date and time of execution. For more information, see​ Schedule Time-Based Automation (window)​.