Duplicating Pre-Flight Reports

A few Behavior and Intent pre-flight reports can now be duplicated instead of redoing the settings.

What is this Feature?

Many times, a planner or a campaign manager comes across situations where they have more confidence in an existing plan that has worked for them in the past. They would more often like to utilize it to activate a new campaign or new plan. This feature provides the user with an option to use the settings of an existing pre-flight report that has either been activated or is expired and use that to create a new plan that can be activated in the future. However, there are some restrictions in situations where you can or cannot do use this feature. We will cover these situations in this article, and I will also try to explain the reason why we are doing so.

How does this help?

The purpose of this feature is to allow users to quickly identify their favorite plans and use its settings to build a fresher plan that can be activated. It is supposed to save time for user and inspired them to reuse settings that have worked for them in the past

What are the rules of this feature ?

In the new ‘Know”, historical report table every pre-flight report will show new tags in the view column. We will cover this in detail in the Know - search enhancements. These tags will categorize every pre-flight report into 3 categories, namely, expired, in process, and activated. The feature of duplication of pre-flight reports can be exercised only for pre-flight reports with all types of view status.

Going ahead once a pre-fight report is activated it will be closed for editing this means you cannot use the settings or the plan to activate it again. This restriction will allow the system to tag individual pre-flight reports that have been activated and not tamper with them once they are active.

The other type of report is a report that's expired a pre-flight report plan does not stay fresh forever. Hence it is important to expire it forcing the user to refresh it after a particular period. For now, we have set the expiration to one month from the date a pre-flight plan was created. A pre-flight plan will be considered as 'created' after the final plan is generated and not when the settings are filled. In short you need to have a report ID to consider a plan, “created”.

The third type of report is 'In process'. You can still duplicate this report's setting to build multiple versions of the same report, but active one or all if you want.

Now whenever a pre-flight plan expires or is activated, as mentioned above it will be closed for editing. However, you can still use the settings of that plan to create another plan. In such cases these reports will be tagged as activated or expired and there will be a duplicate button right next to it the user can click that, and it will create a similar plan in a new tab with the same settings as off the previous one. A user can edit these settings can, add targets, change budgets, delete targets, and modify it as per their wish. However, once a plan is created it will not use the old data or duplicate the old plan once again. Instead, it will create a new report ID ones a pre-flight report is created in its entirety.

Demonstration