Create Report Action Block

What's in this article

• When to use
• How to set it up
• Best practices
• Tabs in this block

Summary

The Create Report block runs a saved report so you can use the results in an automation (for follow-ups or internal reporting).

When to use

• Build a list like “visited 2+ times in 30 days”
• Create weekly reporting without manual exports

How to set it up

1. At Time Block w/ repeating schedule
2. Select admin contacts to send the report to
3. Click Select Report and choose a saved report.
4. Copy report SmartText
5. Save and approve.
6. Send Email block w/ report SmartText from step 2

Best practices

• Keep reports focused on one question (repeat visitors, new leads, churn risk).
• Use the same report name your staff would use (plain English).

Tabs in this block

Editor

This is where you configure the block. After you change settings, save the block so the automation uses the updated configuration.

Stats

Stats populate after the block runs for at least one contact. For most blocks, Stats are mainly for quick troubleshooting (example: times triggered and last completed).

Task Log

The Task Log is the best place to troubleshoot a specific run. Each row is one task (usually one contact) that passed through this block.

• Time: when the task ran
• Run Duration: how long it took
• Contact: click the person icon to open the contact profile
• View Payload: click VIEW PAYLOAD to see all data passed through the automation for that task
• Task ID: helpful for internal debugging and support

Warnings & Errors

• Errors must be fixed before the automation can be enabled.
• Warnings do not always block enabling, but they usually mean something is missing or risky.
• If you see an error or warning banner, fix it in the Editor, then re-open the block to confirm it is cleared.