Report Builder
- Barnaby Murtagh (Unlicensed)
What does it do?
Within the report builder users have the option to create a report from scratch or from a template. Users can select the type of data they would like to report against.
As a user, there are two options: Lead or Campaign. However if a user selects a template the type will be pre-selected.
When selected the templates give a preview of what the report will look like. All templates can be customised to include additional data as long as its in the same data set eg Leads or Campaign.
| Action | Description |
|---|---|---|
Name of report | Select the name of the report | This will be the name given to the report you save. |
Specified or rolling time period | Choose to either set specific dates, or set up a rolling period if the report will be exported regularly. | This allows a user to set the reporting period that will be displayed in the report. Users can set a fixed start and end date for a report or can select a rolling time period which will generate a report on a regular basis. |
Private or Public permissions | Set report Permissions based on Private or Public | Permission types allows you to decide if you would like to make your report public or private:
|
Assign access password | Add a password to the report file | this is how users can set the password for the file. *Note: We recommend all files should be password protected. |
Zip file | Send the report as a zip file | When selecting this option, if the toggle is on. It will Zip the report. |
Schedule Report | Scheduling of a report: Do not Schedule Daily Weekly Monthly | Decide how often you would like the report to be sent out.
|
Download type | Download type: CSV FTP FTPS SFTP |
|
Report Builder Search | Search fields for report | Allows user to search for any available fields. |
Report Fields | Select fields for the report | Tick any of the desired fields and these will appear in the Output Columns table on the right. *Note: You can select a maximum of 20 fields. |
Field Operators | Select field operator | This is how the field will be treated.
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Report Conditions | Add conditions to the report | You can further filter your lead report by setting conditions. For example: If you only want leads from the UK in your report, select Country from the dropdown menu, ensure the operator is set to Equal, and type UK in the final box. You can set up to 15 conditions. This is the operator to decide how the conditions need to be treated.
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Report Rules | Apply Rules to data in the report | Here you can apply the rule of how the data needs to be treated:
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Custom Fields | Add a Custom field to a report | This enables users to add a field that is not already available from the Field selection panels |
Report Templates | ||
Template name | Action | Description |
Publisher Performance | Add a report > Select the Publisher Performance template | This report template provides a breakdown of publisher performance for active campaigns during the last 30 days. |
Advertiser Performance | Add a report > Select the Advertiser Performance template | This report template provides a breakdown of advertiser performance for active campaigns for last 30 days. |
Publisher Over Delivery | Add a report > Select the Publisher Over Delivery template | This report template reports on the number of over delivered leads by campaign and publisher for the last month. |
Invalid Leads by Publisher | Add a report > Select the Invalid Leads by Publisher template | This report template reports on the number of invalid leads broken down by campaign and publisher for the last month. |
Active Campaign | Add a report > Select the Active Campaign template | This report template provides a breakdown of currently active campaigns and their high level performance. |
Allocated Leads | Add a report > Select the Allocated Leads template | This report provides a Campaign level view of campaigns with payout and lead allocations. |
Why would they use this feature?
As a user, there are two options for creating reports: Lead or Campaign. If a user selects a template this will be selected for them, this is displayed on each of the template. When a template is selected a preview will be given to the user as to what the report will look like.
All templates can be customised to include additional data as long its in the same data set eg Leads or Campaign.
Why would they use this feature?
Clients would use this feature to pull reports based on all Lead data and selected Campaign data.
Key Talking Points
Report builder enables clients to report on their Leads Hourly, Daily, Weekly, Monthly
Reporting period is up to a max of 1 year.
Clients can use Templates to start their reporting and can adjust to their needs accordingly to the available data.
An example of how it would be implemented?
