Send Customer Journey Analytics data to others through email
You can export Customer Journey Analytics reports by sending it to selected recipients through email. You can send files ad hoc, or you can configure files to be sent on a schedule. Files can be sent in CSV or PDF format.
Any tags applied to the project are automatically applied to the export.
Other methods of exporting Customer Journey Analytics data are also available, as described in Export overview.
Send file now now
To send a file immediately to recipients by email:
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Click Share > Export file.
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Specify the file type:
- CSV: Choose this option if you want plain-text data.
- PDF: Choose this option if you want the downloaded file to contain all the displayed (visible) tables and visualizations in the project.
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(Optional) Add a description to include in the email to explain the file being received.
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Add recipients or groups. Email addresses can also be entered.
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(Only for Healthcare Shield customers) Provide a password. See the section Password-protect a scheduled report.
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(Optional) Click Show scheduling options to specify a delivery schedule.
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Click Send Now.
Send file on schedule schedule
To send a file on a recurring schedule to recipients by email:
- Click Share > Schedule file export.
- Specify the file type (CSV or PDF).
- (Optional) Add a description that will be included in the email to explain the file being received.
- Add recipients or groups. Email addresses can also be entered.
- (Only for Healthcare Shield customers) Provide a password. See the section Password-protect a scheduled report.
- Specify the range the schedule should be delivered over by modifying Starting on and Ending on inputs. The end date must be within a year from the day the schedule is created or modified.
- Specify the delivery frequency. Each frequency allows for different customizations.
- Click Send on schedule.
Scheduled Projects manager manager
Scheduled Analysis Workspace projects can be managed under Analytics > Components > Scheduled Projects.
In the Scheduled Projects Manager, you can edit and delete recurring project schedules. Search for a schedule in the search bar or by using the filter options in the left rail. You can filter by tag, approved schedules, owners and more.
The following are common actions in the Scheduled Projects manager:
The Scheduled Projects Manager shows the items that a specific user has created. If the user account is disabled in the application, all scheduled deliveries stop.
For more information, see Scheduled projects.
Password-protect a scheduled project password
Adobe uses the password to encrypt scheduled projects, whether they are sent in .pdf or .csv formats.
After your company has purchased the Healthcare Shield SKU and has been enabled for it, the prompt to create a password for a scheduled project is displayed in the following circumstances:
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When someone creates a new scheduled project.
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When an existing scheduled project is about to be sent. The currently scheduled project is disabled until password protection is in place. The owner of the scheduled project receives an email informing them of this requirement.
Password requirements
The password requirements conform to the Adobe standards, requiring a minimum of 8 characters with at least one number and one special character.
Password-protect a new scheduled project
- After you save your project, go to Share > Send file now, or Share > Send file on schedule.
- Follow the instructions above, under Send file now or Send file on schedule.
Password-protect an existing scheduled project
Before a project is scheduled, the project owner receives an email similar to this:
- Log in to Customer Journey Analytics.
- Select View Scheduled Project.
- In the Edit scheduled project dialog, enter and re-enter a password.
- Let the recipients of the scheduled project know about this password. Do not distribute the password to people who are not recipients of the scheduled project.