‎Scheduled Reports | Sprinklr Help Center

Scheduled Reports

Updated

1 year ago

Scheduled Reports in Social Listening enables you to receive automated reports in the form of email and PDF (as a downloadable report).

By setting up a Scheduled Report, you can get emails that show Listening Insights based on the criteria you select. Besides email, you also have the option to embed insights data as a downloadable report. This is really useful when you want to view Listening Insights on your mobile device without visiting Sprinklr. When setting up your report, you can add your preferred time intervals like Minutes, Hourly, Daily, Weekly, and Monthly.

Note: Choose "In Email" to get the whole report in one comprehensive email, or "Downloadable Report" for a PDF that you can easily download and share.

Use cases

As a Marketing Manager, I want to receive a daily report that summarizes the key metrics like engagement, reach, and conversion rates for each campaign. This will help me to identify areas for improvement and make informed decisions for future campaigns.
As a Sales Manager, I want to receive a monthly report that shows the number of deals closed and the revenue generated. This way, I can quickly review my team’s performance and adjust the strategy if necessary.
As a Brand Manager, I want to check insights about how my brand is performing against competitors every week.

To create a Scheduled Report

Click the New Tab icon. Under Sprinklr Insights, select Listening Settings within Listen.
On the Listening Settings window, search for Scheduled Reports and click it.
On the Scheduled Reports window, click the Add Scheduled Report button in the top right corner.
On the Create Scheduled Report window, enter the details to create scheduled report. Click Next to go to the Details tab.
On the Details screen, enter the delivery details. For more information, refer to Scheduled Report Delivery Details.
Click Save in the bottom right corner to complete the process.

Scheduled Report – Fields Description

Tab #1 – Create a Scheduled Report

Term	Description
Report Name	Enter a name for the report you are configuring.
Add description	Enter the description (optional) for the report you are creating.
Add tags	Select the tags (optional) for the report you are configuring.
Module	Select the module you want to create a report for; only supported for the Listening module.
Report Dimensions The report dimension filters will power the data on which reports will be triggered in your inbox
Select Filter	Select the desired dimension as a filter. Select Type: Select the type – containing, not containing, or exists Select Value: Enter/select the value for your dimension Note: Please choose any one of the following mandatory dimensions: Topic, Topic Group, Topic Tag, Theme, Theme Tag, Product, Product Brand Name, Product Insights - Level 1 Category (Product), Product Insights - Level 2 Category (Product), Product Insights - Level 3 Category (Product), Business Locations, Competitor Brand (Business Locations), Country (Business Locations), State/Province (Business Locations), City (Business Locations), Zip Code (Business Locations), Keyword Query, Keyword list, Keyword list tag. For example, if you select the Topic dimension, the values would be the topics. Or, if you select the Sentiment dimension, the values would be Negative, Neutral, Positive, and Uncategorized.
Add New Filter	Click this option to add a new filter. You can add as many filters as you want to source the data and narrow it down to only the most relevant set.
Add scheduling Details	This section allows the user to add details on the schedule of the summary report – Schedule: Select the schedule type – Minutes, Hourly, Daily, Weekly, and Monthly. Time Zone: Select the time zone.
Refine report triggering	Refine the reports which you receive in your inbox. Enter the minimum number of mentions you at least need the report to capture before triggering an email to your inbox.

Click Next to add of the Distribution details.

Tab #2 – Distribution details

Term	Description
Select Users / User Groups	Select the users and/or user groups to whom you intend to send the report to
External email address	You can add external users as recipients by entering their email addresses. Note: You can add multiple external email addresses by simply pressing the Enter button after every email address you enter.
Email notification	This permits Sprinklr to send emails to the entered addresses. This is selected by default. You can choose from the following options – Standard template Plain text format (best suited for CXO reporting)
Sections for export	Select the widgets you want to receive in the email report once triggered. The following options are available: Volume of mentions (counter widget) Posts (stream widget) Volume trend (line chart) Sentiment analysis (pie chart) Mention by country distribution Mentions by US state distribution Note: This section is only active when the user chooses the standard template option from the last section.
Customize mailing details	This option is selected by default – Add custom subject line: Enter a custom subject for easy identification of alert email Email footer note Sender email address: Enter an email address of your organization or group which will appear as an alias for easy identification of email Reply to email address Send mail as Email Downloadable report
Send Empty report	An empty report will be sent to your email if there is no volume of mentions at the scheduled time. Hide PII Data Send mail to me Personalized Rendering

Time Zone in Scheduled Reports

The Time Zone field will allow you to set the desired Time Zone for your scheduled reports. However, the Scheduled Report's email will be triggered for all users at the same time. For example, the Scheduled Report for 5 PM GMT will be received by all users at the same time. Users in the GMT time zone will receive it at 5 PM while users in the IST time zone will receive it at 10:30 PM.

Note:

The existing reports will keep triggering based on the time zone they were configured in. For example, if a Report is currently triggering at 5 pm IST, then it will continue doing so.
The Time Zone visible upon editing will be the same as the time zone in which the report was configured.
It will not automatically change to display the editor’s timezone. It will only change manually if the user who is editing the report wants to do so.

Plain Text Report

The Plain Text Report functionality allows you to send white-labeled emails (or in other words plain text snippets of conversation stream) to specific user/ user groups in the partner environment. By enabling the Plain Text Report option while creating a Scheduled Report, a white-label scheduled email report is triggered to the user/ user group upon meeting required alert conditions.

The Plain Text Report will contain –

Plain Text
URL/ permalink in the body of the email
No Images
Query Keyword Highlighting *

* While viewing plain text emails via Scheduled Reports, the matching keywords will be highlighted with the light pink background color. So, you can easily concentrate on the keywords that match the topic. Here, the matching keywords are related to a Topic, Topic Tag, Topic Group, Theme, and Keyword List.

What does Plain Text Report option do?

Only plain text conversations will be sent to the email receiver matching the criteria
Strip all widgets from the templated report
Strip any header summary text present in the templated report
Include only relevant details like
- <N> mentions matching the alert criteria
- Top posts (sorted by engagement & descending time)
- Individual plain-text posts containing details for –
  - Author 
  - Author Followers (wherever applicable) 
  - Timestamp White Label Content with No rich-text 
  - No Media No upfront engagement stats 
  - No CTA for View Post 
  - Instead a URL/ permalink of the post at the end of content 
  - Character limit of 350 characters

Note: In your Scheduled Report Emails, you will also see a link to access the associated Dashboard with your filters pre-selected.