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SOLVED

Automation options of reporting?

alev1
Level 5
Level 5

Hi, despite of report scheduling we have an awful lot of manual work to do when trying to report KPIs for all our report suites. The issue is not that we have different report suites but rather the whole process of schedulling lots of reports, copying the data from mail to excel and then copying this to powerpoint.

Is there possibilities with APIs to simplify this process? Any suggestions?

1 Accepted Solution
brianau
Correct answer by
Level 1
Level 1

Hi,

You can set up your reporting to be on rolling date parameters and send scheduled reports/dashboards via Analysis Workspace, Reports & Analytics, Excel Report Builder Add In, or Data Warehouse. You might be able to streamline your transfer to PPT via these methods.

https://marketing.adobe.com/resources/help/en_US/sc/user/scheduling.html

You can also set up automated API-based reporting pulls as well:

https://marketing.adobe.com/developer/get-started/enterprise-api/c-reporting-api-tutorial

Best,

Brian

View solution in original post

2 Replies
brianau
Correct answer by
Level 1
Level 1

Hi,

You can set up your reporting to be on rolling date parameters and send scheduled reports/dashboards via Analysis Workspace, Reports & Analytics, Excel Report Builder Add In, or Data Warehouse. You might be able to streamline your transfer to PPT via these methods.

https://marketing.adobe.com/resources/help/en_US/sc/user/scheduling.html

You can also set up automated API-based reporting pulls as well:

https://marketing.adobe.com/developer/get-started/enterprise-api/c-reporting-api-tutorial

Best,

Brian

View solution in original post

ryanpraski
Level 4
Level 4

You should checkout the RSiteCatalyst package created by Randy Zwitch if you are thinking of going the API route.