Manage playback custom reports

After creating a playback custom report, you can schedule, download, edit, or delete it.

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Schedule a report

Create a schedule

Follow these steps to schedule a report:

1. On the Custom reports page, on the Playback tab, click the name of the report. The report opens.
2. Click ⋯ > Create schedule. The Schedule report panel opens.
3. Define the schedule frequency Details of the report.
   
   Daily

   Follow these steps to schedule the report to run daily:

   1. From the Frequency dropdown menu, select Daily.
   2. Enter the Time in HH:MM, 24-hour format.

   
   
   Weekly

   Follow these steps to schedule the report to run weekly:

   1. From the Frequency dropdown menu, select Weekly.
   2. From the Send on dropdown menu, select the day of the week.
   3. Enter the Time in HH:MM, 24-hour format.

   
   
   Monthly

   Follow these steps to schedule the report to run monthly:

   1. From the Frequency dropdown menu, select Monthly.
   2. From the Send on dropdown menu, select the day of the month.
   3. Enter the Time in HH:MM, 24-hour format.

   
   


4. Choose the recipients who will receive the report:
   1. Enter a single Email address.
   2. Click Add. The recipient name appears under Recipients.
   3. Repeat steps 4a-b to add multiple recipients.


5. Click Save. The report is scheduled, and the panel closes.

Edit a schedule

Follow these steps to edit a schedule:

1. On the Custom reports page, on the Playback tab, click the name of the report. The report opens.
2. Click ⋯ > Edit schedule. The Schedule report panel opens.
3. Follow steps 3-5 of Create a schedule to finish editing the schedule settings.

Remove a schedule

Follow these steps to remove a schedule:

1. On the Custom reports page, on the Playback tab, click the name of the report. The report opens.
2. Click ⋯ > Remove schedule.

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Download a report

Follow these steps to download a report:

1. On the Custom reports page, on the Playback tab, click the name of the report. The report opens.
2. Click ⋯ > Export as CSV.
3. Save the .csv file to your device.

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Edit a report

Follow these steps to edit a report:

1. On the Custom reports page, on the Playback tab, click the name of the report. The report opens.
2. In the left pane, on the All Fields tab, select one or more DIMENSIONS or MEASURES. The fields will appear in the main pane.
   
   

   💡

   Follow these steps to learn about a specific dimension or metric:

   1. Hover over the dimension or metric.
   2. Click ⓘ (information icon). A pop-up window appears defining the value.

3. (Optional) In the main pane, expand the Filters section to filter or limit data for the report.
4. (Optional) Define a visualization or graph.
5. Click Run to generate the report results.
6. Click Save. The changes to the report will be saved.

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Delete a report

❗️

Deleting a report from your account is irreversible.

You can remove reports individually or in bulk:

• Single report: Delete one report directly from the report list
• Multiple reports: Select and delete several reports at the same time

Single report

Follow these steps to delete a report:

1. On the Custom reports page, on the Playback tab, click ⋯ > Delete in the row of a report. The Delete report pop-up window opens.
2. Click Delete. The report is deleted and removed from the report list.

Multiple reports

Follow these steps to delete multiple reports:

1. On the Custom reports page, on the Playback tab, hover over a report row to reveal the checkbox.
2. Click the checkbox.
3. Repeat steps 1-2 to select additional reports.

   💡

   Above the list of reports, you can click the checkbox next to Title to select all reports.

4. Click Delete. All selected reports are deleted.