Custom Reports

Custom Reports are a new feature designed for our self-serve clients. Users can build custom reports using all available metrics and dimensions, including attribution metrics for clients who use them for their campaigns.

A key benefit of Custom Reports is the ability to create reports on a one-off or scheduled cadence. Users can also add multiple email recipients, making it easy to share reports with internal colleagues and external clients.

As part of this update, changes have been made to the platform’s left-hand navigation. The previous Reporting tab, which housed the reporting dashboard for quick insights, has been replaced with Performance, where that dashboard can now be found.

Step 1. Name and Advertiser Selection

Both fields are required.

Note: If the same report is needed for multiple advertisers, use the Clone function from the Report Library page.

Step 2. Report Cadence

Reports can be created for either recurring or one-time delivery.

Step 3. Schedule

Users can select from the following schedule options: Daily, Weekly, or Monthly. For recurring reports, users must specify a Report Range, a Schedule (day of the week), and a Time (hour of day).

For one-time reports, only the Report Range is required; the remaining dropdown fields will not populate.

Step 4. Report Range

Select from the following report ranges: Yesterday, 7 Days, 14 Days, or 30 Days.

Step 5. Add Email Recipients

At least one email address is required. Additional recipients may be added as needed.

Select dimensions and delivery metrics by clicking to add them to the report; click again to remove them. At least one dimension is required.

Attributed metrics are available for clients who use attribution pixels as part of their campaigns. If attribution pixels are not in use—or are not enabled for the selected advertiser—these metrics will not populate.

Selecting Custom Reports opens the Report Library, which contains all reports created by the organization. Reports can be filtered by report name, advertiser, date created, owner, report range, and schedule.

User permissions determine which actions are available. Any actions a user does not have permission to perform will appear greyed out in the Actions dropdown.

Actions:

Because reports are saved at the organization level rather than the individual user level, it’s important to ensure the correct report is selected. Any report that is edited or deleted will be updated or removed for all recipients.

Edit opens the report with all existing selections preserved.

Note: Editing a report does not update the “Date Created” field.

Clone creates a copy of the report after confirmation.

Note: The cloned report will include all email recipients from the original report.