Set up a weekly digest

A digest is a short summary of a brand's figures, posted to a Slack channel on a fixed day and time each week. It is the quickest way to keep a team or a client up to date without opening the app. A brand's digest can be emailed as well.

Before you start

• Plan: reports and digests to Slack are on the Growth plan and above.
• Role: you need permission to create reports.
• Slack: connected for the brand or its agency, so a channel can be chosen. The brand's Slack connection is in Settings, Integrations.

Step by step: create the digest

1. Open the brand and choose Reports.
2. Select New report, then Slack digest.
3. A message confirms Digest created and its settings open. It is titled with the brand name and "Weekly Digest". Change the title at the top if you like.

Step by step: choose when and what

1. Under Schedule, set:
   • Day: Monday to Sunday;
   • Time;
   • Timezone, for example UK (Europe/London) or Gulf (Dubai);
   • Timeframe: Last Week (Mon to Sun), Last 7 Days or Last 30 Days.
2. Under Slack Channel, choose where it posts. Private channels are marked (private).
3. Under Metrics to Include, tick the figures you want. They are grouped by connected platform. Default report picks a standard set; Clear all removes every tick.
4. Switch on Include Target Summary to add target progress and the forecast finish.
5. Select Save. A message confirms Digest settings saved.

Step by step: switch it on

1. Go back to the Reports page and select the Digests tab.
2. Find the digest. Its status reads Paused.
3. Use the switch beside the status (Activate). A message confirms Digest enabled.

To stop it, use the same switch (Pause). A message confirms Digest paused.

Step by step: email the digest too

1. Open the digest's settings.
2. Select Email delivery below them.
3. Switch on Email, tick people who can see the brand and add up to 10 other addresses.
4. Select Save.

The email carries the same figures as the Slack post. Its Slack channel stays the one in the digest's own settings.

What you will see

• On the chosen day and time, a post in the Slack channel with the figures you ticked for the chosen timeframe.
• On the Reports page, the digest's Period column shows its day and time, and Last run shows when it last went out.
• Send Test (or the send icon on its row) posts it now and confirms Digest sent to a number of channels.

Troubleshooting

• "No Slack channels found. Check your Slack connection in Settings.": Slack is connected but the app cannot see any channels. Reconnect Slack, and for a private channel invite the Fabrik Analytics app to it.
• "Digest sent to 0 channel(s)": no channel is chosen. Pick one under Slack Channel and save.
• A figure shows Not connected. That platform is not connected for the brand, so it cannot appear in the digest.
• Nothing posted on the day. Check the digest is Active and the brand is being served (an active agency link or its own plan). Then email support@fabrik.ae.