Business Intelligence
Reportei
13 min
reportei is a platform for creating and automating digital marketing reports and dashboards integrating with make com allows users to automatically generate, update, and distribute marketing performance reports using data from multiple sources this is ai generated content based on official reportei documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //reportei com/en/contact/ directly requirements to use the reportei app in make, you must have an active account and obtain an api token, https //reportei com/en/ for subscription, refer to the https //reportei com/en/ connect reportei and {{product name}} to get started, you must first create a connection between reportei and {{product name}} , allowing the two services to communicate obtain your api key in your reportei account create the connection in make obtain your api key in your reportei account before you create the connection in {{product name}} , you should first obtain your api key in your reportei account to obtain your api key navigate to settings click api token s click generate new token copy the api token displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //reportei com/central de ajuda/como integrar o make ao reportei/ create the connection in {{product name}} https //www make com/en/register , add the reportei module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your reportei account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page reportei modules after connecting to the reportei app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add milestone to timeline creates and inserts a new event entry into the timeline of your reportei project create a dashboard generates a brand new analytics dashboard within your reportei account create a report generates a new analytics report within your reportei account make an api call executes a custom api request to the connected service using your authorized credentials watch automation executed triggers when a specific automation is executed within your reportei account watch goal achieved triggers when a specified control goal is achieved within your reportei account watch goal not achieved triggers when a specified control goal period concludes without the goal being successfully met watch new dashboard created triggers an event whenever a new dashboard is added to your reportei account watch new report generated triggers an event whenever a new report is generated in your reportei account watch report viewed triggers when a client views or accesses a report watch timeline new milestone triggers when a new milestone event is created and added to the project's timeline templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} reportei resources you can have access to more resources related to this app on the following links https //community make com/search?q=reportei https //reportei com/en/ https //app reportei com/docs/api https //www make com/en/integrations/reportei