FAQ: Why am I being asked to set up a filter first before being able to create a Comment Card scheduled report?

by Phil A.


Scheduled Reports for Comment Cards are based on report filters that you create using the “Text Mining” reporting tool for your comment card.  As such, if you receive the message shown in the screenshot above whenever trying to create a scheduled report, it would be because you have yet to create a report filter.

Once you have done so, you will be able to begin creating a Comment Card scheduled report after selecting the “Add Scheduled Email” button.  



UPDATED: December 4 2015

This article was updated to reflect our new platform navigation being released on December 4 2015.  Check out this article to learn more about this update.  

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