Set up scheduled Tap reports

Set up scheduled Tap reports | Tap

What a Tap report does

A scheduled Tap report summarizes current transaction activity and recent RFP changes: Campaign actions, RFP updates, items waiting for your approval, relevant supplier and trade news, and matching supplier opportunities.

Instead of opening every Campaign and station workspace to check for movement, you receive one briefing focused on the cadence and sections you choose.

Turn on your report

Open Personal settings from the account menu, then choose Tap report. Turn on Send scheduled Tap reports to generate your briefing. Turn on Email notifications separately to have the finished report sent to your account email.

The two controls are independent:

Send scheduled Tap reports controls whether Tap generates your briefing.
Email notifications controls whether Tap emails the generated briefing to you.
Email notifications by itself does not schedule a report.

These settings belong to you in the active buyer workspace. Each teammate can choose their own cadence, delivery day, delivery time, time zone, email preference, and sections.

Choose a frequency

Under Delivery schedule, choose Daily, Weekly, or Monthly. Daily runs every local calendar day. Weekly runs on the chosen weekday. Monthly runs on the first local calendar day of each month.

Weekly and monthly reports use a longer RFP-update lookback that matches the cadence. Current approvals and Campaign actions remain focused on what needs attention when the report runs.

Choose a time and time zone

Set a delivery time and IANA time zone. Tap schedules the report against the local clock in that time zone. If you have not configured a time zone, Tap suggests the one detected from your browser. The selected zone also determines the weekly day, first day of the month, and daylight-saving adjustment.

Choose what it includes

Under Report content, turn each section on or off:

Include campaign actions: delivery changes and Campaign tasks.
Include RFP updates: responses and changes from suppliers.
Include approvals: items waiting for your review.
Include supplier news: relevant news about active suppliers.
Include trade press: media and advertising industry coverage.
Include opportunities: relevant supplier Deals selected for you.

At least one section must stay on. Turning off a section affects future reports only. It does not change a Campaign, RFP, Deal, approval, or another teammate's settings.

Most activity sections summarize the workspace. Opportunities are selected separately for each recipient, so two teammates can receive different opportunities.

Save and receive it

Choose Save report settings after changing the schedule or content. The report arrives by email when both scheduling and email delivery are on. Select Update report settings in the email footer to return directly to your personal report settings.

The old Report route opens these settings because there is no separate in-app report archive.

Fix common problems

No report arrives: confirm both scheduling and email notifications are on.
The report arrives on the wrong local day: check the frequency, weekly day, and time zone together.
Save is unavailable: choose at least one report section and make a change.
A teammate gets a different report: compare your personal settings. Reports are configured per recipient.
A section is empty: there may be no current activity or grounded opportunity for it.

Manage your profile and company

Review personal and organization settings in the active buyer workspace.

Review responses and book media

Follow the activity summarized by RFP updates and approvals.