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ICT Insights report overview
Integrated Care Team (ICT) Insights reports provide key details about targeted ICT audiences, including ad-exposure, engagement, demographic, and physician-specialty data, to reveal campaign reach and impact. ICT audiences expand reach beyond NPI lists to include relevant care-team cohorts, eliminating the need for manual audience creation. Reporting on these audiences helps validate campaign effectiveness in reaching the right healthcare professionals across channels.
You can generate an ICT Insights report if your campaigns and account meet certain criteria. Refer to Integrated Care Team (ICT) Insights report overview for more information.
Generate a one-time or recurring ICT Insights report
You can generate an ICT Insights report in the following ways:
Generate an ICT Insights report from the Insights app
Follow these steps to generate an ICT Insights report and choose a one-time or recurring delivery schedule:
Open the Insights app.
Select Integrated Care Team.
Click + Create New. This will open the Generate and Schedule ICT pop-up window.
Enter a name for this ICT template.
All recurring reports will be nested under this template’s name.
Choose whether the campaigns are Running, Paused, or Expired from the Campaign Status menu.
Search and select the campaign(s) for which you want to generate insights.
To schedule a one-time report delivery:
Choose a One-Time delivery frequency.
Select a time frame from the Date Range field.
The first day of the campaign, up through two days ago, can be selected.
To schedule a daily report delivery:
Choose a Daily delivery frequency.
Select a time frame from the Start date and, if desired, End date fields.
The first day of the campaign, up through two days ago, can be selected.
To schedule a weekly report delivery:
Choose a Weekly delivery frequency.
Choose on which day of the week the weekly report should be delivered (e.g., on Mondays).
Select a time frame from the Start date and, if desired, End date fields.
The first day of the campaign, up through two days ago, can be selected.
To schedule a monthly report delivery:
Choose a Monthly delivery frequency.
Choose on which day of the month the monthly report should be delivered (e.g., on the First Day of Month or on the 15th day of the month).
Select a time frame from the Start date and, if desired, End date fields.
The first day of the campaign, up through two days ago, can be selected.
To schedule report delivery for a custom time frame:
Choose a Custom delivery frequency.
Choose how often the report should be delivered. The following values are supported:
Day(s): 1-365
Week(s): 1-52
Month(s): 1-12
Choose on which day the custom report should be delivered (e.g., on Mondays).
Select a time frame from the Start date and, if desired, End date fields.
The first day of the campaign, up through two days ago, can be selected.
Enter an email alias for each report recipient, separated by commas.
If desired, select the Data Aggregations toggle to enable aggregation.
The option to aggregate data is available for ICT reports with a Daily, Weekly, Monthly, or Custom delivery frequency.
Refer to Key terms and concepts: Data aggregation for more details.
Click Next.
Review a summary of your report selections and scheduling settings.
Select Generate (one-time delivery frequency) or Schedule (recurring delivery frequency)
The ICT Insights Cost will be deducted from your account’s available balance as soon as the report generates.
Once generated, you can find the ICT Insights report on the Insights app’s Integrated Care Team page. Review Manage an ICT Insights report for details on how to review, download, send, or delete a report.
Generate an ICT Insights report from the Campaigns app
Follow these steps to take a shortcut to ICT Insights report generation from the Campaigns app:
Open the Campaigns app.
Choose an insertion order (IO) to arrive at the Insertion Order Info page.
Select the checkbox(es) next to the campaign(s) for which you want to generate insights.
Click Generate ICT Insights from the More menu. This will redirect you to the Generate and Schedule ICT page of the Insights app, and auto-populate the campaign(s)’ or IO’s name and date range.
You can only select Generate ICT Insights if all selected campaigns are eligible for ICT Insights reporting.
Follow steps 7 through 16 of the Generate an ICT Insights report from the Insights app workflow to generate and/or schedule the report.
Generate an ICT Insights report from the Dashboard app
Follow these steps to take a shortcut to ICT Insights report creation from the Dashboard app:
Open the Dashboard app.
Filter or search the dashboard to locate the desired IO or campaign(s).
Click the checkbox(es) next to the IO or campaign(s).
Select Generate ICT Insights from the More menu. This will redirect you to the Generate and Schedule ICT page of the Insights app, and auto-populate the campaign(s)’ or IO’s name and date range.
You can only select Generate ICT Insights if all selected campaigns are eligible for ICT Insights reporting.
Follow steps 7 through 16 of the Generate an ICT Insights report from the Insights app workflow to generate and/or schedule the report.
Manage an ICT Insights report
ICT Insights report availability notice: You can access generated ICT Insights reports up to one year after their creation date. |
The Integrated Care Team page displays each of your ICT Insights report templates and their statuses. You can use the Actions column to manage your existing ICT Insights report templates and their delivery schedules; or the Reports column to review, download, and send generated reports.
Download an ICT Insights report
Follow these steps to download a generated ICT Insights report:
Select the number of generated reports in the Reports column. This will open the Reports pop-up window for that template.
Click Download from the desired generated report’s Actions column.
Choose whether you’d like to download the report as a CSV or XLSX file.
Select Done to close the Reports pop-up window and return to the Integrated Care Team page.
You’ll receive your insights as a single CSV or XLSX file if the spreadsheet contains 100K or less rows. Otherwise, you’ll receive them as a ZIP file containing multiple files. For example, if the report contains a total of 150K rows and you choose to download the insights as an XLSX file, then your download will include one ZIP file containing two XLSX files: one with 100K rows and one with 50K rows.
Email a generated ICT Insights report
Follow these steps to email a generated ICT Insights report to yourself and other recipients:
Select the number of generated reports in the Reports column. This will open the Reports pop-up window for that template.
Click the envelope icon from the desired generated report’s Actions column.
Choose whether you’d like to send the report as a CSV or XLSX file. This will open the Email Integrated Care Team pop-up window.
Add up to 15 email aliases to the Email ID field, separated by commas.
Select Send Email.
Click Done to close the Reports pop-up window and return to the Integrated Care Team page.
Delete an ICT Insights report
More on report deletion: We limit the ability to delete most ICT Insights reports to help avoid accidental deletions of paid insights. You can, however, delete Failed ICT Insights reports. |
Follow these steps to delete a Failed ICT Insights report:
Select the number of generated reports in the Reports column. This will open the Reports pop-up window for that template.
Select the checkbox(es) next to the Failed report(s) you want to delete.
Click Delete.
Confirm your selection.
Send an ICT Insights report
Email notice: The email includes a link to the report rather than a file attachment when the report’s file size is greater than 25 MB. This limitation is to comply with the file-size restrictions of most email inboxes. |
You’ll set up a report’s generation and delivery schedule when you first create it. You can manage these settings at any time by following the steps outlined below.
Schedule email delivery for an existing report template
Follow these steps to schedule one-time or recurring email delivery for an existing report template:
Select the pencil icon in the Actions column of the desired report template.
Follow steps 5 through 16 of the Generate an ICT Insights report from the Insights app workflow.
Edit a report delivery schedule
Follow these steps to change an existing one-time or recurring report delivery schedule:
Select the pencil icon in the Actions column of the desired report template.
Follow steps 5 through 16 of the Generate an ICT Insights report from the Insights app workflow to choose the report’s new delivery schedule and apply your changes.
Stop a recurring report delivery schedule
Follow these steps to pause a scheduled report:
Select the pencil icon in the Actions column of the desired report template. This will open the Generate and Schedule ICT pop-up window for the existing report template.
In the Delivery Details section, select the Template status toggle switch to change the status from Active to Inactive.
Click Next.
Review a summary and apply your changes.
The template’s status will remain inactive until you resume the report delivery schedule.
Resume a paused report delivery schedule
Follow these steps to resume delivery for a report template that you previously paused:
Select the pencil icon in the Actions column of the desired report template. This will open the Generate and Schedule ICT pop-up window for the existing report template.
In the Delivery Details section, select the Template status toggle switch to change the status from Inactive to Active.
Click Next.
Review a summary and apply your changes.
The template’s status will remain active until you pause the report delivery schedule.
Generate again
Failed report cost notice: If an ICT Insights report features a Failed status, no ICT Insights Cost will be deducted from your balance until the report successfully generates. Refer to Integrated Care Team (ICT) Insights report overview for more information. |
Follow these steps to re-attempt report generation for an ICT Insights report featuring a Failed status:
Select the number of generated reports in the Reports column. This will open the Reports pop-up window for that template.
To re-attempt report generation for individual Failed reports, select Generate Again from a report’s Actions column.
To re-attempt report generation in bulk:
Select the checkbox(es) next to the Failed report(s).
Click Generate Again.
Review past ICT Insights report spend
You can review past ICT Insights report spend in the following ways:
Review past ICT Insights report spend from the Dashboard app
Follow these steps to review the total amount spent on ICT Insights report generation from the Dashboard app:
Open the Dashboard app.
Open the View By menu and click Campaigns, Insertion Orders, or Advertiser, depending on your preference.
Workspace admins also have the option to select Workspace.
Select ICT Insights Cost from the Columns menu.
The ICT Insights Cost column will populate in the table.
Workspace admins also have the option to select Workspace ICT Insights Earnings.
Adjust the dashboard’s Time Zone and Date Range details to view the amount spent on ICT report generation within a specific time frame, if desired.
Review past ICT Insights report spend from the Reports app
Follow these steps to review the total amount spent on ICT Insights report generation from the Reports app:
Open the Reports app.
Click + Create Report. This will open the Create New Report page.
Locate and expand the Spending category.
Drag the ICT Insights Cost metric into the Columns field.
Complete any other required or optional fields, as needed.
Select Execute Report.
Click Save Report.
Workspace admins also have the option to add the Workspace ICT Insights Earnings metric under the Earnings category to a report.
Refer to Generate, manage, or send a report for additional support related to creating a new report.
Locate additional ICT Insights report resources