Report Export, Scheduling, and Delivery Options

User-based reports are created for the panel user who requests or schedules them. The report is made available or delivered to that user’s email address, depending on the reporting surface.

Dashboard	Options
OnSite Analytics	One-time export: Yes. Single Report Scheduled export: Yes. Scheduled Report Frequency: Daily, weekly, or monthly Recipient: The panel user who schedules it Delivery: Single reports are downloaded from View Reports. Scheduled reports are emailed to the scheduling user. Permission: Reports are user-scoped. Only the requesting user sees their reports. Availability: Single reports remain downloadable for 7 days.
Overall App Push Analytics	One-time export: Yes. Single Report Scheduled export: Yes. Recurring Report Frequency: Daily, weekly, or monthly Recipient: The panel user who creates the report Format: XLSX Delivery: Generated reports are available through View Reports. Recurring delivery uses the requesting user’s email address. Permission: Reports are user-scoped. This reporting pattern does not support a separate recipient list. Availability: Generated files remain downloadable for 7 days.
Individual App Push Campaign Analytics	One-time export: Yes. Single Report Scheduled export: Yes. Recurring Report Frequency: Daily, weekly, or monthly Recipient: The panel user who creates or schedules the report Format: XLSX Delivery: View Reports, with recurring delivery tied to the requesting user’s email Permission: The export uses the Click-Through or View-Through report type selected on the analytics page. Reports are user-scoped.
Overall App Templates Analytics	One-time export: Yes. Single Report Scheduled export: Yes. Recurring Report Frequency: Daily, weekly, or monthly Recipient: The panel user who creates or schedules it Format: XLSX Delivery: View Reports, with recurring delivery tied to the requesting user’s email Permission: Reports are user-scoped. Availability: Generated files remain downloadable for 7 days.
Individual App Templates Campaign Analytics	One-time export: Yes. Single Report Scheduled export: Yes. Recurring Report Frequency: Daily, weekly, or monthly Recipient: The panel user who creates or schedules it Format: XLSX Delivery: View Reports, with recurring delivery tied to the requesting user’s email Permission: Reports are user-scoped.
Overall Email Analytics	One-time export: Yes Scheduled export: No Frequency: Not applicable Recipient: The requesting panel user, including users with Collaborate access Format: XLSX Delivery: Email Permission: No separate recipient or recurring-report configuration is available. Architect journey emails are excluded.
Email Recipients Activity	One-time export: Yes Scheduled export: No Frequency: Not applicable Recipient: The requesting panel user Format: CSV Delivery: Email containing a Download Report link Permission: PII access is required. The export reflects the selected activity tab and filters.
Metadata Export	One-time export: Yes Scheduled export: No Frequency: Not applicable Recipient: The requesting user’s registered email address Format: CSV Delivery: Email containing a Download List link Permission: Administrator role required. Each tab can be exported three times per day, with a 20-minute cooldown.
Transactional Journeys Overall Analytics	One-time export: Yes Scheduled export: No Frequency: Not applicable Recipient: Not applicable Format: XLSX Delivery: Direct panel download Permission: The export reflects the selected filters and time range.
Transactional Journey and Channel Analytics	One-time export: Yes Scheduled export: No Frequency: Not applicable Recipient: Not applicable for the current panel flow Format: XLSX Delivery: Direct panel download Permission: The export contains the selected date range and visible metrics.
Custom Dashboards / Insight Agent	Scheduled export: Yes. Individual Insight Agent questions Frequency: Configured through tasks Format: Email report Delivery: Email Permission: Scheduling applies to Insight Agent questions.