For buyers
Set up your Tap report
Choose a personal briefing schedule and the campaign updates you want to receive.
2 min readUpdated
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For buyers
Choose a personal briefing schedule and the campaign updates you want to receive.
2 min readUpdated
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Your Tap report brings together campaign activity, RFP updates, approvals, and relevant opportunities. Choose a schedule that helps you keep up without checking every campaign individually.
Open personal Settings → Tap report. Turn on Send scheduled Tap reports to generate reports on your chosen schedule. Turn on Email notifications if you want an email when your report is generated.
These are your personal report preferences. Changing them does not change a teammate's schedule.
Under Delivery schedule, choose Daily, Weekly, or Monthly. For a weekly report, choose the day. Set the send time and time zone, then check the displayed schedule before saving.
Use the content switches to select the sections you need:
Keep at least one section selected. A section may have little to show when there is no relevant activity.
Save your settings, then review the briefing when it arrives. Return here to change the frequency or reduce the sections if you want a shorter report.
Turning off email notifications stops email delivery; turning off Send scheduled Tap reports stops scheduled generation. Neither action changes your campaigns or supplier conversations.
Use review responses and Orders when a briefing points you to a buying decision.