You have the possibility to edit an excel report according to your needs by defining the periodicity and the campaign from which the data will be extracted.
Access to the “Generate an activity report” menu is reserved for administrators of the web2contact account. For a user to access this functionality, you must activate the “Creation of automatic reports” right in the “Rights” tab of the “User management” menu.
To do this, go to the menu Report and Statistics > Generate an activity report
You select the report you want by clicking on Choose this report. Next, you'll define the report parameters.
Configure my report
The reporting period :
You can choose whether you want your data for 1 day, 1 week, 1 month or 1 year.
The report period type :
You can select either:
full period: Monday to Sunday, from 1st to 31st etc..
period from date to date
The pivot date of the report :
If you have chosen a full period, regardless of the day you choose as the pivot date between the 1st and 31st of the month, the report period will be identical. Example for a monthly report for the month of November, you can choose any pivot date between November 1 and November 30, the period date will be the same.
If you have chosen a date-to-date period, the pivot date will be the end date of the report. Example for a monthly report with a pivot date of 11/15/2022, your report will be issued for the period from 10/16/2022 to 11/15/2022.
Finally, you must select the campaign on which the data you want relates.
Then enter the email addresses where you want the report to be sent.
You will then receive the requested report by email in excel format. If you do not receive the report, remember to check your SPAMS.
