Reports

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Report Types

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Standard Reports

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Experience Reports

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Generating Reports

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Standard Report Generation

1. Navigate to the reports section
2. Select a report type
3. Configure parameters
4. Generate the report
5. Download or view online

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Report Parameters

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Date Range Selection

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Preset Ranges

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Custom Date Range

1. Click Custom
2. Select start date
3. Select end date
4. Apply the range

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Report Metrics

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Experience Metrics

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Consumer Metrics

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Revenue Metrics

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Report Formats

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Available Formats

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Format-Specific Options

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CSV Options

• Include headers
• Date format
• Number format
• Delimiter choice

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Excel Options

• Multiple sheets
• Charts included
• Formatting applied
• Summary sheet

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PDF Options

• Include charts
• Page orientation
• Paper size
• Branding

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Scheduled Reports

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Setting Up Scheduled Reports

1. Create a report configuration
2. Click Schedule
3. Set frequency
4. Choose delivery method
5. Save the schedule

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Frequency Options

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Delivery Methods

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Report History

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Viewing Past Reports

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Report Retention

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Advanced Reporting

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Filtering Data

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Grouping Data

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Comparing Periods

1. Select primary period
2. Enable comparison
3. Select comparison period
4. View side-by-side metrics

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Report Templates

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Saving Templates

1. Configure report parameters
2. Click Save as Template
3. Name the template
4. Access from template library

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Using Templates

1. Open template library
2. Select a template
3. Adjust parameters if needed
4. Generate the report

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API Access

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Report API

curl -X POST "https://api.fanfare.io/v1/reports" \
  -H "Authorization: Bearer sk_live_xxxxx" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "experience_summary",
    "startDate": "2024-01-01",
    "endDate": "2024-01-31",
    "format": "json"
  }'

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Webhook Delivery

1. Configure webhook URL
2. Set report parameters
3. Schedule or generate
4. Report POSTed to URL

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Best Practices

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Report Design

1. Start with questions - Know what you want to learn
2. Choose appropriate metrics - Select relevant data
3. Use meaningful ranges - Compare like periods
4. Include context - Add notes and explanations

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Report Distribution

1. Schedule regular reports - Automate routine reports
2. Use appropriate formats - Match format to audience
3. Secure sensitive data - Limit access as needed
4. Archive important reports - Download for records

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Troubleshooting

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Report Generation Failed

1. Check date range is valid
2. Verify you have data for the period
3. Ensure you have permission
4. Try a smaller date range

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Data Looks Incorrect

1. Verify date range selection
2. Check timezone settings
3. Confirm metric definitions
4. Compare with dashboard data

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Scheduled Report Not Delivered

1. Check email spam folder
2. Verify email addresses
3. Confirm schedule is active
4. Check report generation status

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Related Guides

• Analytics Overview - Dashboard analytics
• Experience Analytics - Per-experience metrics
• Admin API - Generated endpoint reference