Using Report Archives

Report archives serve as repositories for reports of any kind that you want to send into the portal for easier client and account management visibility.

• About Report Archives
• Setting Up Company-Specific Report Archives
  • Adding Reports into the Company-Specific Archive
• Setting Up Global Report Archives
  • Adding Reports into the Global Archives

About Report Archives

Reports can be entered into the archives from either a drag-and-drop interface, an archive-unique email address, or via an API connection. 

These archives are not considered content and are managed slightly differently than other things within CloudRadial. Read the instructions below to understand how to set up these archives for your purposes. 

Report archives support files of any type - but note that only HTML (such as emails) and PDF reports will display within the portal without needing to be downloaded. All other filetypes must be downloaded to be seen by the client. 

Setting Up Company-Specific Report Archives

To set up a company-specific report archive:

1. Locate the client that you will create the report archive for
   • Navigate to Partner > Clients and locate the client. Once you do, use the 3 blue-dot menu next to their name and use the option to Impersonate Admin (All Features).
2. Once you are in the client company, navigate to Compliance > Reports
3. Select Add at the top right to create the archive
   
   
4. Fill out the details of the archive as needed
   • Give the folder a name and, optionally, set up alerting triggers based on your preferences.
5. Once you completed the archive details, select Submit

To delete an archive, select it and select Settings. Use the red trashcan icon to delete the archive. Note that this will also delete the contents of the archive. Note that re-creating an archive with the same name will result in a new, randomized email address. 

Adding Reports into the Company-Specific Archive

You've got a few ways to add reports into the archive. You can:

• Drag them in
  • Select your report archive and use the Add Report button at the top to add in the report. Then, drag the file(s) in and press Submit. 
    
    
    
    
• Send them in via email
  • Select your report archive and use the Settings option. You will see the archive-specific email address. Send reports that you want to go into this folder from this email address.
    
    
• Send them in via API
  • Review the CloudRadial API documentation, listed here: https://developers.cloudradial.com/reference/post_api-beta-archive 
    
    

Setting Up Global Report Archives

To set up report archives globally (for all clients at once):

1. Navigate to Partner > Clients
2. Select Report Archives from the top nav bar
3. Select Settings at the top right
4. Select Add to create a new global report archive.
   • You will also see any other global archive listed here, which you can edit as needed
     
     
     
     
5. Fill out the details of the archive as needed
   • Give the folder a name and, optionally, set up alerting triggers based on your preferences.
6. Once you completed the archive details, select Submit

The folder will be created globally for every single client. You can see the archive-specific email address listed to the right of the archive from the global overview.

Adding Reports into the Global Archives

You've got a few ways to add reports into the global archives. You can:

• Drag them in
  • You'll first need to locate your report archive on the company level, so navigating to Partner > Clients and impersonating the company as an Admin (All Features) is first.
  • Then, select your report archive and use the Add Report button at the top to add in the report. Finally, drag the file(s) in and press Submit. 
    
    
    
    
• Send them in via email
  
  • The Settings option will not exist in folders created globally, unlike company-specific report archives. Navigating to Partner > Clients > Report Archives (tab) will show the list of all archives and their email addresses on the right. 
    
    
• Send them in via API
  • Review the CloudRadial API documentation, listed here: https://developers.cloudradial.com/reference/post_api-beta-archive