Create and update reports

From the Report Builder tab, you can click on an existing report to update its setup, or create a new one.

To create and run a report:

  1. Click Instant reporting or Offline reporting on the Report Builder tab.

    1. Instant reporting allows you to see data immediately, instead of waiting for a report to run and then downloading the file for offline viewing. Learn more about Instant Reporting 

  2. Offline reporting allows you to work with more dimensions, metrics, and data. The following offline report types are available through Report Builder:

    Note that “Basic” reports have the default settings for that kind of report, with no added customizations.

  3. Enter a report name, which is used to identify the report in the list of saved reports.

  4. You can also use the drop-down menu to switch to a different report template.

    Each template includes pre-filled filters, dimensions, and metrics, but you can add or remove fields as needed to customize your report. See below for details about these fields.

    If you switch to a different report type or template while editing a report, you’ll lose any unsaved changes.
  5. (Optional) Check the Active check box to schedule your report to run on a recurring basis, then select its frequency and start and end dates. Custom date ranges are not allowed. If you select the weekly option, you can choose to schedule the report to run multiple days per week (for example, every Monday and every Thursday).

    You can view, save, copy, or delete a scheduled report in the same way as with a regular report. To download a scheduled report, click the Download button on the ‘Files’ tab. On the morning of the day when a report is scheduled to run, a new file appears in the 'Files' list. When it's finished running, the 'Download' button appears.

    Campaign Manager allows users who are not on US Eastern Standard Time to set a local time for their account for reporting purposes. Your local reporting time dictates what time of day Campaign Manager data is processed and published for scheduled reports. Learn more about local time reporting
  6. (Optional) Click the link under ‘Delivery’ to share the report with other users. You can either email a copy of the report as a CSV attachment or share a link that users can visit to download the file in Report Builder.

    If you try to email a report that is larger than 200 KB, it will automatically be compressed into a zip file. Zip files larger than 25 MB cannot be emailed. The maximum number of recipients you can include for a given report is 1,000. You can also email saved and scheduled reports.

  7. Save your changes. You can also run the report immediately.

    After you save or run a report, you’ll no longer be able to switch it to a different template.

You can re-run any previously saved reports from the report list page. Either click into the report and click Run now, or check the box next to the report and select Run from the ‘Choose action’ drop-down. The newly-run report will appear in the ‘Files’ list as soon as it finishes running. You can select multiple reports from the report list and re-run them at the same time.

 

Fields on the New Report page

To set up a report in Report Builder, you need decide what goes in it. You'll pick a date range, choose which advertisers and campaigns to report on, and decide which metrics to view.

For detailed information about each filter and column, check out the Reporting glossary.

Report name: At the top of the page, above the Setup tab, you can edit the name of the report, which is used to identify the report in the list of saved reports.

File name: The File name is used, along with the date and time you generate the report, as the name of the CSV file that's created.

Date range: Click on the arrow to change the date range, which is the dates for which data will be included in the report. You can choose a standard date range from the dropdown menu, or choose Custom to choose start and end dates from a calendar.

Advertisers: Add one or more advertisers whose campaigns you want to report on, or leave this section blank to run a report on your entire Campaign Manager account.

Filters: You can use filters to limit the data that's displayed in your report. For example, if you only want to see data from one specific campaign, you can select Campaign as a filter, then choose the campaign you want to report on. Data for that campaign will be displayed, and data from other campaigns will be excluded.

See a complete list of filters

Columns: The Columns section of the Report Builder tab is where you define the elements that will be included in each column of your report spreadsheet. It's divided into three sections.

  • Dimensions: Campaign Manager elements, such as campaigns, placements, ads, or creatives. They're the items you're reporting on. For example, if you want to view impressions by ad, choose Ad as a dimension. The report will now include an Ad column, and each ad that meets the filter criteria will be included in its own row. See a complete list of dimensions

    About nested dimensions

    In some cases, you might choose nested dimensions, where one item is included within another. For example, you might choose Campaign, Placement, Ad, and Creative. How do these dimensions work together?

    Wherever necessary, items will be repeated. For example, in the Campaign column, you'll see the same campaign listed repeatedly, once for each row that contains information about that campaign. If you report on multiple nested items, such as campaigns, placements and ads, you might see both campaigns and placements being repeated.

    In Report Builder, you can drag and drop dimensions to put them in the order that works best for you. That order is used to organize the columns in your report from left to right. You don't necessarily have to organize your data from the largest object to smallest.

    If you're working with a reach report, there are additional limitations on how dimensions work together.

  • Metrics: Standard units of measurement. By default, impressions, clicks, and click rate are included. You can add additional metrics that are specific to conversions or to Rich Media. See a list of:

  • Activities: Floodlight activities that you choose to report on. If you select Floodlight activities, be sure to select activity metrics as well. These metrics are the same as the conversion metrics in the main Metrics list, but here they're used to break down the data for each activity. See a complete list of activity metrics

    Use drag-and-drop to change the ordering of activities in your reports. Click the Reorder button to enable drag-and-drop.

  • Rich Media: You can add Rich Media creatives to report on the custom events that were set up as part of the creatives. There's no need to add the metrics to your report. Reporting automatically detects which metrics are available, based on the Rich Media creatives you choose, and includes them in your report. See a complete list of Rich Media custom metrics

    Use drag-and-drop to change the ordering of custom Rich Media events in your reports. Click the Reorder button to enable drag-and-drop.

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