Report Builder blog

With insight from customer feedback we have focused on adding some great new templating features to the Report Builder that will complement the existing functionality within the Report Builder area, this now includes:

Lead Reporting

Campaign Reporting

6 Pre-defined Template reports including:

Introducing Beta Campaign Reporting

For those of you already familiar with the Report Builder functionality on the platform, you’ll be happy to find you’re still able to create Lead reports, whilst additionally as part of a Beta roll out you’ll be able to create Campaign Reports.

Campaign Reporting allows you to Group your reports by ‘Campaign Id', ‘Campaign Id , Publisher Id’ and 'Campaign Id , Publisher Id , Campaign Payout Band Id’

Report Builder Templates

One of the key upgrades to the Report Builder is the ability to use pre-defined Reporting Templates in order to quickly and easily setup reporting of your reports. We have selected the most utilised reports across the platform and presented them in one easy to access modal screen.

Each template also displays an example of the column data that the report will output. With the introduction of these easy to setup templates you should a wealth of reporting power at your fingertips.

Learn how to configure a new Report in the help centre.

Report Builder Listing

Open

Creating a New Report:

Users of the Report Builder can create their own Reports. These Reports can be created used two ‘Types’ of data. The first type is 'Lead' data and the second Type is Campaign data.

To start creating a report of either type users need to specify which type of report they would like to create before commencing the 7 step process.

Open

'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:

Within the Delivery step of the Report creation Users are able to select a number of options as to when they would like the report scheduled. Scheduling of reports is best used when reporting is required on a cyclical basis rather than one off reports. It is also important to note that Reporting periods will only allow for 12 month durations for the report.

These include:

Schedule: Do Not Schedule

In this instance the report will act as a one off report that does not repeat on a set timeframe.

Schedule: Monthly

In this instance the report will repeat every month on the day and hour set. It is important to note that the Report Builder will only report on a maximum time period of 12 months.

Schedule: Weekly

In this instance the report will repeat on the Day of the Week and the Hour set.

Schedule: Daily

In this instance the report will repeat everyday on the Hour set.

Delivery Type: Download

Delivery Type: Email

Delivery Type: FTP

Delivery Type: FTPS

Delivery Type: SFTP

'Fields' Stage:

Leads Reporting

Like the old version of Report Builder on the platform, as a user you will be able to report on a wide range of Fields

Selected Field values

Campaign Reporting

Campaign Reporting allows you to Group your reports by ‘Campaign Id', ‘Campaign Id , Publisher Id’ and 'Campaign Id , Publisher Id , Campaign Payout Band Id’

‘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