Overview
Building a template that meets your reporting needs is a straightforward process.
To build a new template
Start in Analytics > Templates.
Click on the 'New template' button
Follow the instructions on the dialog.
Template dialog
Configure:
Name of the template. Make it as descriptive as possible.
Source of information:
Reports for campaign results, and
Discovery for inventory discovery.
(Optional) Privacy toggle:
Private OFF means the report is available for your organization. It's the default option.
Private ON means the report is only available for your user
Template settings. The configuration fields will change if it's a Reports or a Discovery template. Keep reading for more information.
(Optional) Schedule reports to receive them by email.
Add one or more e-mail recipients
Select the Frequency
Add the Time of the day
Create the template or cancel to exit the setup.