How to Create and Schedule Reports via Email

A simple way to give others access to your MVMCloud Analytics analytics is to send regular reports via email specifically tailored to your needs. You can send reports as a PDF file, as HTML content, or as attached CSV file.

Create and Schedule a Report

In the top bar of MVMCloud Analytics, click on the Administration icon and, in the menu on the left, below “Personal”, click on the link “Email Reports” to view the list of scheduled email reports.

Click 'Create and schedule a report'. The form for adding new reports is simple. The first five questions ask for details about where and how the report should be submitted. You can select the format of the report email: HTML, PDF or CSV. You choose which visits are included in the report. By default, “Choose a segment” is empty and the email report includes “All visits”. Alternatively, you can select any custom segment existing and the scheduled report will only include data from users corresponding to your segment.

Under “Display options” there is the option to choose whether the scheduled email report should be displayed:

• Reporting tables for all reports and graphs for key metrics only (default);
• Charts only (no report tables);
• View report tables and graphs for all reports;
• Display report tables only (no graphs).

Grades:

• When choosing to include charts in all reports, you can select “Show historical charts for top 5 values” to get a historical graph displayed for each report.
• When progress graphs are displayed in the report, you can also choose whether the graphs show each day within the selected period of the report or whether they show the evolution in the last periods (for example, the last N weeks for a weekly email report or the last N months for a monthly email report).

The final section allows you to select which metrics and reports the email report should include. You can choose any of the metrics and reports that {{ no such element: mkdocs.config.defaults.MkDocsConfig object['modula_name'] }} has to offer and, of course, you can choose more than one:

When you're ready, click the 'Create Report' button at the bottom of the page.

Your new report will be added to the list.

Can't find the report you want? You can create any custom report tailored to your needs in a matter of seconds using the premium feature Custom Reports.

Downloading and Sending Custom Reports by Email

In the top bar of MVMCloud Analytics, click on “Administration” and, in the menu on the left below “Personal”, click on the link “Email Reports” to view the list of scheduled email reports. Here it is, with two reports already created for this site:

You can click “Download” or “Send Now” to verify that the email report works as expected and contains all the reports you need. By clicking on “Download” or “Send now” the reports will contain information for the date currently selected in the calendar. However, when reports are sent automatically daily/weekly/monthly, reports will be automatically sent for the day/week/month previous, respectively.