The Report Center enables you to automate the delivery of reports to specified email addresses, an SFTP endpoint, or a cloud storage destination. It offers customization options to tailor the data you receive, ensuring it aligns with your specific needs.
For organizations managing multiple brands, the Parent Reporting feature provides a centralized view of performance data across all brands, facilitating holistic analysis and informed decision-making.
Before you begin
Request an SFTP integration via the report center if required.
Identify the email addresses, set up an SFTP endpoint, or have your cloud storage credentials ready (AWS S3, Google Cloud Storage, or Azure Data Lake Storage) where reports will be sent.
Access to the report center requires an Enterprise-level account
Be aware of GDPR considerations, when handling data from the EU.
Ensure you have access to a Parent Account. If not, contact your Customer Success Manager or the Support Team.
Confirm which brand accounts (child businesses) you want to link to the parent account.
Request an SFTP connection
Click Reporting > Report Center in the navigation bar.
Click Request SFTP Setup. A modal will appear.
Enter your email address, phone number and where you would like to send the data.
a. Jebbit hosted SFTP
b. Push to your SFTP
c. OtherSelect Contact us. The notification will be sent to our integrations team for setup.
Create and schedule a report
Navigate to the Reporting > Report Center.
Assign a clear and descriptive name to your report for easy identification.
Choose a report type.
a. Performance Report (aggregate performance metrics which can be emailed).
b. Attribute Export (attribute data at the individual user session level).
c. Question Export (all your questions & responses at the user session level).
d. Email Leads as they come in (get emailed in real-time with the attributes tied to each user).Select experiences to be passed via the dropdown or type to search.
Select the headers that will be sent in to your automated file via the dropdown.
Specify if data includes EU or non-EU information.
Set the report schedule.
a. Hourlyb. Daily at : UTC
c. Weekly
d. Every X days
Choose the report destination. Decide whether to send the report to:
Email(s)
My SFTP endpoint
My AWS S3 bucket
My Google Cloud Storage bucket
My Azure Data Lake Storage
Click Schedule or Save For Later as needed.
Note: You can also filter reporting by tags. Learn how to add and manage experience tags.
Schedule reports to an SFTP
Navigate to the Reporting > Report Center.
Once configured, select My SFTP endpoint option in the report center modal.
Select the Attributes to include in your CSV.
a. Pass all attributes (default).b. Select specific attributes.
c. All mapped attributes.
d. Only pass mapped attributes to the campaigns in the report.
Customize the structure of your file name.
a. Define the text string and date format for your file names.
b. Choose whether the text string is appended or prepended to the date.
Schedule reports to an AWS S3 bucket
Navigate to Reporting > Report Center.
Select the My AWS S3 bucket option in the report center modal.
Enter your AWS S3 credentials:
Bucket name — the name of your S3 bucket.
AWS Access Key ID — your AWS access key ID.
AWS Secret Access Key — your AWS secret access key.
Path / prefix (optional) — a folder path within the bucket where reports will be delivered (e.g., uploads/jebbit/).
Select the attributes to be passed.
a. Experience Mapped Attributes.
b. All Mapped Attributes.
c. Select attributes — use the dropdown to choose specific attributes, or click All Attributes.Click Schedule or Save For Later.
Schedule reports to a Google Cloud Storage bucket
Navigate to Reporting > Report Center.
Select the My Google Cloud Storage bucket option in the report center modal.
Enter your Google Cloud Storage credentials:
Bucket name — the name of your GCS bucket.
Project ID — your Google Cloud project ID.
Service account credentials JSON — paste the contents of your Google service account key file.
Path / prefix (optional) — a folder path within the bucket where reports will be delivered (e.g., uploads/jebbit/).
Select the attributes to be passed.
a. Experience Mapped Attributes.
b. All Mapped Attributes.
c. Select attributes — use the dropdown to choose specific attributes, or click All Attributes.Click Schedule or Save For Later.
Schedule reports to Azure Data Lake Storage
Navigate to Reporting > Report Center.
Select the My Azure Data Lake Storage option in the report center modal.
Select your Auth type from the dropdown.
Enter your Azure Data Lake Storage credentials:
Storage account name — the name of your Azure storage account.
Container name — the name of the container where reports will be delivered.
SAS token — your Azure Shared Access Signature token.
Path / prefix (optional) — a folder path within the container where reports will be delivered (e.g., uploads/jebbit/).
Select the attributes to be passed.
a. Experience Mapped Attributes.
b. All Mapped Attributes.
c. Select attributes — use the dropdown to choose specific attributes, or click All Attributes.Click Schedule or Save For Later.
Export submissions
The Export Submissions feature gives you a self-serve view of every submission tied to an integration, including delivery status, error details, retry counts, and timing data.
Navigate to Reporting > Report Center.
Click Export Submissions in the top right.
Under Integration, select the integration you want to audit from the dropdown.
Under Date Range, select a time window: Last 7 days, Last 30 days, Last 90 days, or Custom range.
Under Campaigns, optionally filter by a specific campaign. Leave blank to include submissions from all campaigns.
Click Create export. This compiles all matching submission records and makes the file available to download.
Each exported row includes the following fields: user_session_id, integration_submission_id, created_at, status, email, url_params, errors_raised, enqueued_at, start_time, end_time, tries, campaign_id, and number_of_api_calls.
Pulls reports across all brands
To access Parent Account setup:
In the top-right corner of the platform, click your brand name to open the dropdown menu.
Select Parent Account Setup.
Click Add Child Business.
From the list, select all child brand accounts you have access to. These will be added under your Parent Account.
Once added, you can start viewing consolidated reporting for each brand individually or in aggregate
Tag your brands for aggregated reporting
Go to Settings > Brand Settings in each child account.
Scroll to the Reporting Structure section at the bottom.
Assign values for:
Brand
Region (e.g., North America, LATAM, Europe)
Category (e.g., Pet Care, Nutrition, Water)
Division
Click Save to update the tagging structure.
These tags populate within Parent Reporting and allow for powerful filtering and segmentation.
Use parent reporting filters and views
In the Parent Reporting section, view metrics in two ways:
Aggregate view: See totals by Region, Brand, Category, and Division.
Breakdown view: Drill into specific campaigns or filter by brand-level performance.
Click a campaign to open a preview or link directly to the campaign details.
Use filters at the top of the page to combine different views (e.g., Region + Brand).
Example use case: View total campaign views for North America across all brands, then filter further to see just the Purina brand’s performance in LATAM.
Next steps
Monitor report deliveries to ensure reports are being received as scheduled.
Adjust settings as needed based on feedback or changing requirements.
FAQ
Will the data send retroactively?
No. For example, if you schedule a weekly report for Wednesdays, you'll receive data from the previous seven days on the next Wednesday.
Which reports can you set up an automated schedule for?
What are the benefits for setting up an SFTP automation?
SFTP enables automated data ingestion into systems like data warehouses, ensures the secure transmission of sensitive information, and supports the transfer of large files that may be unsuitable for email delivery.
Can I receive Lead Capture data in real time?
Yes, you can receive lead capture details in real time with Jebbit. If you're a brand looking to be notified each time a lead is collected, you can set this up by selecting the option: "Email Leads as they come in." This setting will send you lead information along with all the attributes collected from the user. You should receive leads within 15 minutes of a customer submitting a form. However, if the completion point is marked later in the experience, the lead might be delayed. For best results, mark the lead capture screen as the completion point in your experience setup.
What type of data can I get with a parent reporting account?
In a parent reporting account, you can view the data in the following ways:
View aggregated data across all of your brands.
Analyze the breakdown of your brands and campaigns with easy access to link out or preview.
Slice and dice the data by Region, Division, Category and Brand.