Data Exports is a feature designed for users that want build custom reports across all metrics and dimensions, including attribution.
A key benefit of Data Exports 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 feature, 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.
Creating and Managing Custom Reports
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.
Dimensions & Delivery Metrics
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 and KPI Metrics
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.
Custom Reports Landing Page
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.
Actions & Permissions
Permissions:
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.
Viewer: Can view reports only
Member: Can create, edit, delete, and clone reports
Admin: Can create, edit, delete, and clone reports
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.