PDF reports and monthly delivery
Open Reports, then PDF reports & monthly delivery. Everyone can see and download finished reports; Owners, Administrators, Managers and Analysts can generate them and manage delivery.
Generating a PDF
Under Generate a report, choose:
- Report type.
- Monthly tenant summary. Every link in the workspace, with top links, campaigns, sources and referrers.
- Link performance. One link in depth: traffic, UTM performance, devices and referrers. Choose the Link.
- Campaign performance. One campaign, with its links ranked and its channels broken down. Choose the Campaign.
- Reporting period. The usual presets or a custom range. Days are workspace-timezone days, matching your dashboard.
Click Generate PDF. The report is created in the background, so you can leave the page. It appears in Previous reports and its status updates on its own.
Reports are kept for the number of days shown under the button, then the file is removed.
Previous reports
Each report shows its type and subject, period, when and by whom it was requested (Scheduled for monthly ones), and its status:
| Status | Meaning |
|---|---|
| Queued | Waiting to be generated |
| Generating | Being created now |
| Ready | Download PDF is available |
| Failed | Something went wrong; the reason is shown |
| No longer available | Removed after the retention period |
A Failed or No longer available report has a Regenerate button. A Ready report has Send by email, which emails it, monthly or not, to the Recipients and Cc addresses in your monthly delivery settings, using the same email settings. There is no way to choose other addresses for a single report. Two things to know:
- It only sends while monthly delivery is switched on. If delivery is off, nothing is sent, even though the page says the report is being sent.
- Anyone who has already received a report of the same type for the same period is skipped. For example, if a recipient has had a Link performance report for October, a Link performance report on a different link for October does not reach them. Download the PDF and send it yourself in that case.
Monthly delivery
Email the previous calendar month's report automatically:
- Tick Send this workspace's monthly report by email.
- Recipients (one per line) and optional Cc (one per line). At least one recipient is needed before delivery can be switched on.
- Delivery day of the month, 1 to 31. The 1st covers a complete previous month. A day past the end of a short month moves to that month's last day.
- Delivery timezone, or the workspace timezone.
- Custom subject (optional). The month is added automatically, so each report is its own email thread.
- Custom message (optional), shown at the top of the email.
- Attach the PDF and Include a link to this report centre.
Click Save delivery settings. The page confirms when recipients will receive the report, and shows when the last one was sent.
Email delivery
The Email delivery table lists the last 20 report emails, one row per recipient, with the period and a status: Sending, Accepted by mail provider, Failed or Not sent. "Accepted by mail provider" means the email was handed over successfully; it does not confirm it reached the inbox.