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Email in Marketing Cloud Engagement
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            Report Activity

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            1. Salesforce Help
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            3. Engagement: Email Studio

            Report Activity

            A report activity defines the parameters for a report for use every time the report runs using the activity. You can also run reports outside of activities.

            You can create a report activity to run every standard report available in the application, and custom reports in your account.

            Properties

            When you create the report activity, provide the name, external key, and description. These elements identify and describe the report in the application and API calls. You also select the report this activity runs.

            Parameters

            The report parameters that appear when you create a report activity depend on the report that you select in the Properties section. The activity uses the values that you select in this section each time the activity runs the report.

            Report Results Delivery

            When you create a report activity, specify how you receive the report:

            • Save Report for FTP - This option saves the report to your organization's reports folder or imports folder on the enhanced FTP server. If you reimport the report later, such as part of a remarketing program, save the report in your imports folder. Specify the name of the file so you can retrieve the report when it is complete.
            • Email the Report results - This option attaches the report to an email message. Specify the email address that receives the report, the subject line of the email, and a comment that appears in the body of the email.
            Note
            Note The Email Address field limits email addresses to 100 characters. Separate emails with a comma or semi-colon.
            Note
            Note Some email servers block large attachments. Select FTP delivery if the process creates a large report. Your account must use enhanced FTP to use reporting, regardless of whether you select the FTP option here.

            Results File Format

            When you create the report activity, select a file type that the system uses for your report. The available file formats depend on the report:

            • Data File (.csv)
            • Excel spreadsheet (.xls)
            • TIFF Image (.tif)
            • Adobe (.pdf)
            • XML (.xml)
            • Web Archive (.mht)

            Create a Report Activity

            Build a report in Email Studio with parameters and delivery settings you set.

            1. Click Interactions.
            2. Click Report.
            3. Click Create.
            4. Complete the Properties section:
              • Name - Use this name to identify the activity. Subscribers cannot see the name.
              • External Key - Use this value to identify the activity when using the API.
              • Description - Use this description to further identify the activity. Subscribers cannot see the description.
              • Report Name - The value you select determines the fields that appear in Parameters.
            5. Complete the Parameters section. The values in this section vary depending on the report you select.
            6. Complete the Report Results Delivery section.
            7. Complete the Results File Format section.
            8. Complete the Process Flow section.
            9. Save the activity.
             
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