How do you set up a standard report to automatically deliver via email? How do  you set up the report to include the data within a dynamic time range such as the data recorded over the last 7 days?

 

Examples:

The weekly delivery of a Form Submission Data report for a specific form which would include the data captured for the last 7 days.

The monthly delivery of an Email Analysis Overview report for a nurture campaign and the metrics captured for the last 30 days

 

In my example, I will be creating the Form Submission Data report for my form called Whitepaper A Form. This report will need to be set up to deliver to my email address every Monday and include the results for the last 7 days.

 

Note: Before you get started, make sure you have a Analyzer License assigned to your User in Eloqua.

 

  1. Navigate to analytics.pngAnalytics, then click Insight.

  2. Navigate to Catalog > Shared Folders > Form > Form Submission Data > Edit.
    Insights Form Submission Data Report.png
  3. Hover over the (1) Gear icon to the right of the Form Submission Date/Time and select (2) Filter.
    Insights Form Submission Data Report - 2.png
  4. Set the filter Operator to is greater than or equal to.
  5. Click on Add More Options and select SQL Expression
    Insights Edit Filter.png
  6. Add the SQL Expression for the time range desired:
    OperatorTime Range
    SQL ExpressionsDetails
    is greater thanWithin the last 7 daysTimestampAdd (SQL_TSI_DAY, -7 , CURRENT_DATE)Data will include the results within the last 7 days.
    is less thanWithin the last 7 daysTimestampAdd (SQL_TSI_DAY, -7 , CURRENT_DATE)Data will include the results prior to the last 7 days.
    is greater thanWithin the last 30 daysTimestampAdd (SQL_TSI_DAY, -30 , CURRENT_DATE)Data will include the results within the last 30 days.
    is greater thanWithin the last 60 daysTimestampAdd (SQL_TSI_DAY, -30 , CURRENT_DATE)Data will include the results within the last 60 days.

    Additional Information: Dynamic Date Ranges Using SQL Expressions In Insight (OBIEE)

 

SQL.png

 

  1. Click Ok.
  2. Hover over the (1) gear icon for Form Name field and select (2) Filter.
    Form Name Filter.png
  3. Select the form you wish to include then click Ok. In my example, I wish to see the form submission data for my form named Whitepaper A Form.

    whitepaper a form.png
  4. Navigate and click on the Save As icon (top right hand corner):
    Save As Insight Report.png
  5. Navigate to My Folders and set the name for the newly created report then click Ok.
    myfolders.png
  6. To create a subscription to receive the report via email as an attachment, you will need to create an agent. To learn more, reference the Oracle Eloqua Help Center: Creating Insights Agents.

    Watch this video for instructions on how to automate the sending of this report in an Excel format.