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Scheduled Reports

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Scheduled Reports

Custom reports can be automatically delivered to your email, FTP or S3 bucket, or Google Cloud Storage on the schedule of your choice. When creating a custom report, select the ‘Schedule Automated Report’ box, then open the ‘Scheduled Reports’ tab to choose the schedule and configure the delivery method.

When creating a new Custom Report and selecting Schedule Automated Report, the Scheduled Reports tab becomes editable. Complete the setup by selecting the following:

  • Report Frequency:
    • Daily: Reports will be sent each morning for the previous day.
    • Weekly: Reports will be delivered on Monday mornings for the previous week.
    • Monthly: Reports will be delivered on the first of each month for the previous month.
    • Custom:
      • Set a specific day frequency. For example, every 2 days.
      • Set a specific week frequency on a specific day. For example, every 2 weeks on Monday.
  • Reporting Interval: Yesterday, Last 7 days, Last 30 days, Month to Date, Previous Month, Custom
    • Custom: Last __ Days
  • Deliver by: Choose delivery method by selecting the checkbox for each.
    • Email
      • Email addresses should be separated by comma.
    • FTP
      • FTP Server
      • FTP Path
      • FTP Port
      • FTP Username
        FTP Password
    • AWS S3
      • Bucket: This is the name of the bucket, e.g. example.bucket. Bucket name does not contain a leading backslash or the s3:// prefix.
        • Creating a bucket in AWS S3:
          • In AWS S3 click Create Bucket
          • Chose a bucket name that is available and the desired AWS Region.
          • Change Object Ownership to ACLs enabled.
          • Uncheck Block all public access field and check “I acknowledge that the current settings might result in this bucket and the objects within becoming public”.
          • Click Create bucket.
          • Navigate to the newly created bucket and click Create folder with the output path that we chose in Pontiac (“output-path”). Confirm to create the folder.
        • Setting up the report in Pontiac:
          • Go to Reporting tab and then click New Custom Report.
          • Select Log Level Report from the Report Type Drop Down
          • Go to Scheduled Reports tab and check Deliver by S3 box.
          • In the expandable section fill out the Bucket field with the AWS S3 Bucket name. Example: S3-test-bucket.
          • Fill out the Path field with a desired output path location and file name (To include the date macro use dateInt (YYYYMMDD) like xxx/filename-%dateInt% otherwise your file will be overwritten each day). Example: output-path/Pontiac-reports.csv or output-path/Pontiac-reports-%dateInt%.csv
          • Click View security policy and copy the full text area.
          • Go to Amazon AWS S3 and modify permissions for the bucket we chose earlier. In the Permissions tab click Edit and paste the policy text from earlier and Save.
          • Back in Pontiac reports screen click Verify and wait for a successful confirmation message.
      • Path: This will be the full location that the report is saved to. To include the date macro use dateInt (YYYYMMDD) like xxx/filename-%dateInt% otherwise your file will be overwritten each day.
      • View Security Policy
      • Verify your configured bucket policy.
    • Google Cloud Storage
      • Bucket: This is the name of the bucket, e.g. example.bucket. Bucket name does not contain a leading backslash or the gs:// prefix.
      • Path: This will be the full location that the report is saved to. To include the date macro use dateInt (YYYYMMDD) like xxx/filename-%dateInt% otherwise your file will be overwritten each day.
      • Credentials: Valid json object.

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