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Report Builder

Create, customize, and automate data exports using Quick, Scheduled, and Custom Reports.

Written by Chinmayee Baral
Updated today

Report Builder allows you to export your data in a way that fits your workflow -whether you need a quick one-time download or automated reporting delivered on a schedule.

You can choose from three types of exports depending on your use case.


Quick Export

Quick Export is designed for fast, one-time data downloads using standard Tatango datasets.

It’s the quickest way to access commonly used reporting data without needing to configure a custom report. Instead of building a report from scratch, you can select a dataset, apply a few filters, and download your data in just a few clicks.


With Quick Export, you can:

  • Access standard Tatango datasets instantly

  • Filter data by date range to narrow results

  • Preview report fields before running the export to confirm you’re pulling the right data

  • Download reports quickly without additional setup

  • View and manage past exports in a centralized Activity page

It's best for:

  • Ad-hoc analysis

  • One-time data exports

  • Quickly accessing campaign or subscriber data

  • Pulling standard reports without needing customization

Quick Export is part of the new Report Builder experience and replaces legacy reporting over time. While more advanced features like scheduling and custom exports are available in other report types, Quick Export is built to solve the most common need first - getting data quickly and easily.

👉 Learn how to use Quick Export here.


Scheduled Export

Scheduled Export is designed for automating recurring report delivery.
It allows you to set up reports that run on a consistent schedule, so you don’t have to manually export data each time. Instead of logging in and pulling reports repeatedly, you can configure a report once and have it automatically delivered to your preferred destination.

With Scheduled Export, you can:

  • Schedule reports to run daily, weekly, or monthly

  • Select where reports are delivered (Email, S3, SFTP, or Google Sheets)

  • Ensure you receive up-to-date reports without manually logging in

  • Automate reporting workflows and reduce manual effort

It’s best for:

  • Recurring reporting needs

  • Sharing performance updates with teams or stakeholders

  • Sending data to external systems or storage destinations

  • Replacing manual, repetitive export workflows


Custom Export

Custom Export is designed for flexible, fully customizable data exports tailored to your specific needs.

It allows you to go beyond standard reports by giving you control over exactly what data is included and how it’s structured. Instead of relying on predefined reports, you’ll be able to build exports that match your workflows and reporting requirements.

With Custom Export, you can:

  • Select specific fields to include in your export

  • Apply advanced filters to narrow down your data

  • Customize how your data is structured and formatted

  • Run exports on-demand or on a schedule

  • Send reports to your preferred destination (Email, S3, SFTP, or Google Sheets)

It's best for:

  • Complex reporting needs

  • Specific data requirements across teams

  • Advanced filtering and segmentation

  • Building tailored datasets for analysis or external systems

👉 Custom Export is coming soon. Stay tuned for updates!

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