Custom Reports can be automatically delivered by Email, FTP, AWS S3, or Google Cloud Storage on a recurring schedule.

To schedule a report:

1. Create or edit a Custom Report.
2. Select Schedule Automated Report in the Report Setup.

3. Open the Scheduled Reports tab.

4. Configure the Report Frequency, Reporting Interval, Delivery Time, Time Zone, and delivery method.
5. Select Save.

Configure the following settings:

• Report Frequency: Determines how often the report is generated.
  • Daily: Generates the report for the previous day.
  • Weekly: Generates the report on the configured weekly schedule.
  • Monthly: Generates the report once per 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.
    • Set a specific Reporting Interval for Yesterday, Last 7 days, Last 30 days, Month to Date, Previous Month, Custom Last __ Days
• Reporting Interval: Determines the period of data included in each report. Yesterday, Last 7 days, Last 30 days, Month to Date, Previous Month, Custom Last __ Days
• Delivery Time: Select the time the report should be generated and delivered.
• Time Zone: Select the time zone used to define both the reporting period and Delivery Time.
  • The Time Zone defaults to UTC.
  • User Time Zone is not available for Scheduled Reports Time Zone. Select the specific time zone that best aligns with the Campaigns included in the report.
  • The selected Time Zone defines the start and end of the reporting day or month, ensuring the applicable reporting period is complete before the report is generated and delivered.
  • For example, if a Daily report is configured for delivery at 1:00 AM Pacific Time, the report will include the complete prior Pacific calendar day through 11:59 PM PT before it is generated and delivered.
• Deliver Methods: Choose delivery method by selecting the checkbox for each.
  • Email
    • Enter the email addresses that should receive the report. Separate multiple addresses with commas.
  • FTP
  • Enter the required FTP connection information:
    • FTP Server
    • FTP Path
    • FTP Port
    • FTP Username
      FTP Password
  • AWS S3
  • To deliver the report to an AWS S3 bucket, configure the following:
    • Bucket: Enter the name of the S3 bucket. Do not include the s3:// prefix.
    • Path: Enter the location and filename where the report should be saved.
      • Use %dateInt% to include the report date in YYYYMMDD format.
      • For example: output-path/Pontiac-reports-%dateInt%.csv
      • Including %dateInt% in recurring report filenames prevents the previous report from being overwritten.
    • View Security Policy: Displays the security policy required for Pontiac to deliver files to the configured bucket.
    • Verify: Validates the configured bucket and permissions.
  • Google Cloud Storage
  • To deliver the report to Google Cloud Storage, configure the following:
    • Bucket: Enter the name of the Google Cloud Storage bucket. Do not include the gs:// prefix.
    • Path: Enter the location and filename where the report should be saved.
      • Use %dateInt% to include the report date in YYYYMMDD format and prevent recurring files from being overwritten.
    • Credentials: Enter the valid JSON credentials required for delivery.

AWS S3 Setup Example

Once the Bucket and Path are entered in Pontiac:

• Select View Security Policy and copy the provided JSON policy.
• Open the applicable bucket in AWS S3.
• Navigate to the Permissions tab.
• Scroll to Bucket Policy and select Edit.
• Add the Pontiac JSON security policy.
• Select Save.
• Return to Pontiac and select Verify to confirm the configuration.

Google Storage Example