For buyers
Choose a personal daily, weekly, or monthly Tap report, set when it arrives, and select the activity, approvals, news, and opportunities it includes.
3 min readUpdated
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A scheduled Tap report summarizes current deal 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 Plan and RFP Exchange to check for movement, you receive one briefing focused on the cadence and sections you choose.
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:
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. Changing your report does not change another teammate's settings.
Under Delivery schedule, choose:
When you choose Weekly, a Day field appears. Choose Wednesday or any other day of the week. Weekly and monthly reports use a longer RFP-update lookback that matches the selected cadence. Current approvals and campaign actions remain focused on what needs attention when the report runs.
Set a delivery time and an IANA time zone. Tap schedules the report against the local clock in that time zone. If you have not configured a time zone yet, Tap suggests the one detected from your browser.
The time zone controls the report's local date, including whether a run counts as your selected weekly day or the first day of the month. Daylight-saving changes are handled against the selected zone.
Under Report content, turn each section on or off:
At least one section must stay on. Turning off a section removes it from your future report emails. It does not change a Plan, RFP, Deal, approval, or another teammate's report.
Most activity sections summarize the workspace. Opportunities are selected separately for each recipient, so two teammates can receive different opportunities even when the rest of their reports cover the same workspace activity.
Choose Save report settings after changing the schedule or content. The finished report currently arrives by email when both scheduling and email delivery are on. The old Report route sends you to these settings because there is no separate in-app report archive.