There are two ways to create a custom extraction template:
Let’s start with configuring the general settings.
This step is similar to step 3 of the extraction order creation flow. It contains the following settings blocks:
Custom settings depend on the global template that you selected in the Pre-fill settings from an existing template field. For example, this settings block may include:
Here you can set the frequency of data extraction for your custom extraction template by changing the scheduling settings and adding or deleting schedules.
One schedule is always created by default. You can add one or several more by clicking Add Schedule on the top right corner of this section. If this is not available, it means you have reached your limit. The contract determines the limit. To increase it, please get in touch with your Customer Success Manager.
Also, can delete the schedule by clicking the “trash bin” icon, but it is impossible to delete a schedule if it is the only one.
The schedule has three fields:
Now you can schedule data extraction daily, weekly (by selecting the day of the week), and monthly (by choosing a day of the month).
The first schedule will always have a default lookback window:
IMPORTANT: no lookback window for last day and last day (inc) extraction templates.
Previously the subsequent schedules had a Live lookback window. Now we’ve added the possibility to choose the max lookback window option.
Some dimensions and metrics are selected by default. You can not deselect them because they define the data table structure.
After making all the necessary changes, you can click the Create button to finish the custom template editing process and save a new custom template. If you need to discard changes, click the Cancel button.
In both cases, you will be redirected to the page where you started this process. It could be:
Improvado team is always happy to help with any other questions you might have! Send us an email.
Contact your Customer Success Manager or raise a request in Improvado Service Desk.