Creating a packaged report allows you to group together specific reporting views tailored to your needs or your team's. Much like the standard report functionality, this feature offers flexibility and control—while also maintaining the necessary permissions for sharing across your organization. Additionally, you can schedule your packaged report to send to you or others at a desired cadence!
Who Can Create Packaged Reports?
- Users and Regionals: Can copy existing reports or create and edit their own packaged reports for personal use or team insights.
Admins: In addition to creating and editing, admins have the exclusive ability to share packaged reports with others across the organization. Note that reports must be shared in order to show under standard reports, as well as within the packaged report tab. Admins also have the ability to edit any shared report regardless of who created it.
Creating Packaged Reports
Begin by going to Packaged Reports.
Select “+ Add a New Packaged Report” and create a title for your report.
Select “ + Add report.” If you serve multiple communities or a specific community group, you can select them within the 'Communities' field.
Use the dropdown menu to select the report(s) you'd like to include.
Click "By:" to further customize the grouping. Then, select a date range from the next dropdown, if you would like it to differ from the date range selected above. Select "Save."
If you would like to set up a scheduled send for this packaged report, you can by selecting "+ Add a Scheduled Send."
Select the scheduled send frequency, time of day, time zone, and recipients. Include a subject line and message and click "Save."
Your packaged report will be housed here where you can "Run" to view the reports or click on the three dots to copy!
Copying is a great way to use shared reports as a starting point without altering the original version!
Best Practices:
Use clear naming conventions to keep your packaged reports organized.
When copying a shared report, consider adding a version tag or your initials to the title.
Only admins should manage shared reports to ensure consistency and minimize confusion.