Overview
Report Builder helps users and clients generate custom reports and automate them to be sent to different email addresses.
Tip: This tool is best used for Automated reports that need to be sent Daily/Weekly to clients or reporting tools.
Generate a Report
Navigate to Report Builder in the side menu
Pick a date range for the report
Add Filters
Select / Advertiser / Campaign
TUP: For a specific campaign, choose the advertiser to get a list of campaigns associated with that advertiser
Click Add Filter
Pick Dimensions
The User can pick multiple dimensions
Click Add Dimensions
Pick Metrics
User can pick a list of Metrics to pull
Click Add Metrics
Check Reporting Data Preview to confirm report set up
TIP: The User can check CSV headers and how they will look
TIP: The user can go back to Dimensions and Metrics to add/modify/remove any
Click Generate Report
Report will be generated under Generated Reports
Once the Report is ready, the user can click Download Report
TIP: Hit the Refresh button if you do not see your report.
TIP: If Status = Failed, that means metrics or dimensions are not available yet
The user can save the report as a Template to use again as needed
Click on Save as Template
The user can schedule the report to be sent through Email
Click on Schedule Report
Input Report Name
TIP: This is what the receiver will get; use a clear naming convention
Choose Interval
Daily
Weekly
Monthly
Choose Date and Time to start sending reports
Input email(s) that you want to send reports to
Click Confirm
TIP: The User can view Scheduled Reports under the Scheduled Reports section
