The Report Center enables you to automate the delivery of reports to specified email addresses or an SFTP endpoint. It offers customization options to tailor the data you receive, ensuring it aligns with your specific needs.
Before you begin
Request an SFTP integration via the report center if required.
Identify the email addresses or set up an SFTP endpoint where reports will be sent.
Decide which campaigns you want to include in your reports.
Be aware of GDPR considerations, when handling data from the EU.
Request an SFTP connection
Click Reporting > Report Center in the navigation bar.
Click Request SFTP Setup. A modal will appear.
Enter your email address, phone number and where you would like to send the data.
a. Jebbit hosted SFTP
b. Push to your SFTP
c. OtherSelect Contact us. The notification will be sent to our integrations team for setup.
Create and schedule a report
Navigate to the Reporting > Report Center.
Assign a clear and descriptive name to your report for easy identification.
Choose a report type.
a. Performance Report (aggregate performance metrics which can be emailed).
b. Attribute Export (attribute data at the individual user session level).
c. Question Export (all your questions & responses at the user session level).
d. Email Leads as they come in (get emailed in real-time with the attributes tied to each user).Select experiences to be passed via the dropdown or type to search.
Select the headers that will be sent in to your automated file via the dropdown.
Specify if data includes EU or non-EU information.
Set the report schedule.
a. Hourlyb. Daily at : UTC
c. Weekly
d. Every X days
Choose the report destination. Decide whether to send the report via email(s) or to an SFTP endpoint
Click Schedule or Save For Later as needed.
Schedule reports to an SFTP
Navigate to the Reporting > Report Center.
Once configured, select My SFTP endpoint option in the report center modal.
Select the Attributes to include in your CSV.
a. Pass all attributes (default).b. Select specific attributes.
c. All mapped attributes.
d. Only pass mapped attributes to the campaigns in the report.
Customize the structure of your file name.
a. Define the text string and date format for your file names.
b. Choose whether the text string is appended or prepended to the date.
Next steps
Monitor report deliveries to ensure reports are being received as scheduled.
Adjust settings as needed based on feedback or changing requirements.
FAQ
Will the data send retroactively?
No. For example, if you schedule a weekly report for Wednesdays, you'll receive data from the previous seven days on the next Wednesday.
Which reports can you set up an automated schedule for?
What are the benefits for setting up an SFTP automation?
SFTP enables automated data ingestion into systems like data warehouses, ensures the secure transmission of sensitive information, and supports the transfer of large files that may be unsuitable for email delivery.
Can I receive Lead Capture data in real time?
Yes, you can receive lead capture details in real time with Jebbit. If you're a brand looking to be notified each time a lead is collected, you can set this up by selecting the option: "Email Leads as they come in." This setting will send you lead information along with all the attributes collected from the user. You should receive leads within 15 minutes of a customer submitting a form. However, if the completion point is marked later in the experience, the lead might be delayed. For best results, mark the lead capture screen as the completion point in your experience setup.