Report Builder Listing
Creating a New Report Template:
Users of the Report Builder can create their own Templates.
'Type' Stage:
In order to do this first they need to select the Report ‘Type' be it 'Lead' or 'Campaign’
‘Setup’ Stage:
Users are required to provide Name and Description to their report, this will allow them to identify it later when reviewing the Report Builder Listings page.
Specified Reporting Dates:
Users can select a Specified Time Period for their report. This allows them to set the report for exact Start and End Dates.
Rolling Reporting Period:
Users can select a Rolling Time Period for their report. This allows them to set the report over rolling ‘Days’ or 'Months'.
Private or Public Report Access:
Users can select if they wish the report to be Private and require a password to access. Or if the report can be accessed openly without a password.
Delivery Stage:
Schedule: Do Not Schedule
Schedule: Monthly
Schedule: Weekly
Schedule: Daily
Delivery Type: Download
Delivery Type: Email
Delivery Type: FTP
Delivery Type: FTPS
Delivery Type: SFTP
'Fields' Stage:
Selected Field values
‘Conditions’ Stage:
'Grouping' Stage:
'Custom Fields' Stage:
Report Builder Reports Listing
Generate Report
Export Report:
Download file
Templated Reports:
Publisher Performance
Advertiser Performance
Invalid Leads by Publisher
Publisher Over Delivery
Active Campaigns
Allocated Leads
