In Report Builder, there are 2 types of custom reports you can create in Dragon Metrics — Scheduled Reports and One-Time Reports.

The scheduled report will be sending you new reports on a routine basis, while the one-time report will only give you a single report. Let's look at how they work differently.

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Scheduled Report

The scheduled report will auto-generate new reports on a routine basis based on the update frequency you have selected.

The auto-generated reports are snapshots, and they are updated based on an original templated called master.

In Report Builder, of the Scheduled Reports tab, you’ll see master reports along with the snapshots generated below.

In the example of this screen capture, Monthly All Campaigns Report is the master report, while the Monthly All Campaigns Report 01/02/2021 is the snapshot generated for the 1st day of the month. All snapshots generated from the same master are linked together.

Master report

Master Report is the original template of the created scheduled report, you can set up a relative date range, and it will automatically generate new snapshot reports on a daily, weekly, or monthly basis. You can change the setting to update the upcoming snapshots that will be generated in the future.

In a master report's setting, you can select the default date range and update frequency for the upcoming snapshots.

Snapshot report

Snapshot is a copy of the master report at a specific absolute date range. Snapshots are fully independent of Master reports, which means you can customize each snapshot by adding analysis, external data, changing modules, fine-tuning date ranges, or more, all without affecting any other Snapshots in the series.

There is an absolute date range (e.g. “November 1st, 2020 – November 31st, 2020”) in the snapshot reporting setting.

Note: Snapshots work almost exactly as One-Time reports do currently, but they are not created directly — they’re created from a Master you’ve already set up. They can be created on the schedule you set, or you can always create a new Snapshot at any time manually.

One-Time Report

Different from Scheduled Custom Reports, One-Time Reports will not automatically update on a schedule – it is mainly used when you want to create an individual report. Therefore, you will need to set up an absolute date range.

There is an absolute date range (e.g. “November 1st, 2020 – November 31st, 2020”) in the one-time reporting setting.

Comparison of different types of reports

Master

Snapshots

One-Time

Do not have a sharable URL or exportable PDF

Have a sharable URL and can be exported to PDF

Have a sharable URL and can be exported to PDF

Are used as a template to create snapshots

Cannot be created directly. Must be generated from a Master.

Can be created directly.

Use relative dates (e.g. “Most Recent 30 Days”)

Use absolute dates (e.g. “November 1st, 2020 – November 31st, 2020”)

Use absolute dates (e.g. “November 1st, 2020 – November 31st, 2020”)

Changes to masters affect all future snapshots, but do not affect existing snapshots.

Changes to one snapshot do not affect any other snapshot or master

Changes to a one-time report will take effect on the report.

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