NinjaCademy

course
Automating and Sending Reports with Report Profiles
Automating and Sending Reports with Report Profiles
Automating and Sending Reports with Report Profiles

About the Course

Transform your manual reporting process into a powerful automation system with NinjaCat's Report Profiles. This comprehensive course guides you through the final stage of NinjaCat's reporting journey, where templates become automated, scheduled reports delivered directly to your clients.


What You'll Learn:

• Understand how Report Profiles fit into NinjaCat's data flow and reporting ecosystem

• Master two different methods for creating Report Profiles from scratch

• Configure advanced scheduling options including daily, weekly, monthly, and manual triggers

• Set up intelligent file naming using dynamic placeholders and date ranges

• Customize email delivery settings for single or multiple recipients

• Override template date ranges for flexible reporting periods

• Apply best practices for timing considerations across different time zones

• Access and manage your automated reports from multiple locations within NinjaCat


Prerequisites:

Before starting this course, ensure you have data connected to NinjaCat, accounts configured, and templates created that represent your data stories.


Course Benefits:

By the end of this course, you'll have the skills to completely automate your client reporting workflow, ensuring consistent delivery while freeing up time for strategic analysis and client communication. You'll understand how to leverage NinjaCat's automation features to scale your reporting operations efficiently.


Perfect For:

Marketing agencies, in-house marketing teams, and digital marketing professionals who want to eliminate manual reporting tasks and deliver professional, timely reports to clients automatically.

Course Categories

Reports

Course Instructor

Dustin Blackwell
Dustin Blackwell
Course Progress
Not started
Course Outline
  1. Set Up an Automated Report
    1. Set Up an Automated Report (Video)
    2. Set Up an Automated Report (Quiz)
course
Automating and Sending Reports with Report Profiles
Automating and Sending Reports with Report Profiles
Course Progress
Not started

About the Course

Transform your manual reporting process into a powerful automation system with NinjaCat's Report Profiles. This comprehensive course guides you through the final stage of NinjaCat's reporting journey, where templates become automated, scheduled reports delivered directly to your clients.


What You'll Learn:

• Understand how Report Profiles fit into NinjaCat's data flow and reporting ecosystem

• Master two different methods for creating Report Profiles from scratch

• Configure advanced scheduling options including daily, weekly, monthly, and manual triggers

• Set up intelligent file naming using dynamic placeholders and date ranges

• Customize email delivery settings for single or multiple recipients

• Override template date ranges for flexible reporting periods

• Apply best practices for timing considerations across different time zones

• Access and manage your automated reports from multiple locations within NinjaCat


Prerequisites:

Before starting this course, ensure you have data connected to NinjaCat, accounts configured, and templates created that represent your data stories.


Course Benefits:

By the end of this course, you'll have the skills to completely automate your client reporting workflow, ensuring consistent delivery while freeing up time for strategic analysis and client communication. You'll understand how to leverage NinjaCat's automation features to scale your reporting operations efficiently.


Perfect For:

Marketing agencies, in-house marketing teams, and digital marketing professionals who want to eliminate manual reporting tasks and deliver professional, timely reports to clients automatically.

Course Outline
  1. Set Up an Automated Report
    1. Set Up an Automated Report (Video)
    2. Set Up an Automated Report (Quiz)

Course Categories

Reports

Course Instructor

Dustin Blackwell
Dustin Blackwell