The Rule Engine spreadsheet capability allows you to generate and automate reports using your own specific criteria.

Create your Strategy

To get started, create your own custom strategy in the Rule Engine and define the parameters you need. You can read more about how to create custom strategies here.

For the purpose of this article, we'll be using an example strategy that works on gender and age range, and set the following conditions:

After you define your conditions and set the action to "Include in Report", you'll need to press on "View Suggestions", where you'll be taken to preview the results page.

To export to a spreadsheet you have two options: export manually, or automate the process.

Manual Export

To export the results onto a spreadsheet, click on the download button in the upper right corner, and press on "Export to Google Spreadsheet".

Here you'll be prompted to fill in the spreadsheet URL and the sheet name where to paste the results. If the sheet name is not found, the system will create a new sheet with that name. Click "Export Suggestions" and the data will be processed!

Note: The spreadsheet where the results will be pasted is required to be shared with the following email, for it to work: rule-engine@optmyzr-automation.iam.gserviceaccount.com

Automate Export

To automate the process of exporting the results onto a spreadsheet you can head over to the Automate button in the top right of the results page.

You'll be prompted to set the schedule (can be monthly or weekly), and as with the manual export, you'll need to define the spreadsheet URL and the sheet name. Please note that if the sheet name is not found, the system will create a new sheet with that name. The option to automate daily is not supported.

Note: The spreadsheet where the results will be pasted is required to be shared with the following email, for it to work: rule-engine@optmyzr-automation.iam.gserviceaccount.com

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