Custom reports

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Randi Prieur

• August 04, 2020 15:15

I am wondering if there is way to download custom reports? I would like to schedule a report for all submissions of some of our forms to run weekly and be accessible as a CSV.

We have the need to adjust some consent data more manually in our CRM (Salesforce) and I need to be able to manually download the data from Act-On, do some manipulation, and then upload into Salesforce. 

Any thoughts on how to do this would be much appreciated!

 

 

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  Scott Wallace

  • August 07, 2020 14:28

  Hi Randi,

  This is a great question and you can create custom reports that can be emailed/uploaded to a SFTP site on a daily/weekly/monthly basis to meet your needs via Data Studio.
  
  Data Studio is a chargeable feature so you'll need to reach out to your account manager to discuss this further with them. Unfortunately, outside of data studio there is no other way to achieve this I'm afraid.

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  Randi Prieur

  • August 07, 2020 18:06

  Hi Scott, 

  Thanks for the information. I have sent a message to my account manager. 

  Cheers,

  Randi

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