To 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

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. 

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.

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

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 e-mail if there is no volume of mentions at the scheduled time.