How to run sales reports

DFP sales management reports are generated using standard DFP query tool. As a DFP sales management publisher, you have access to additional metrics, filters, dimensions, and attributes. This article provided you with a general procedure for generating sales reports.

Generally useful results for DFP sales management include reports that show, for instance, a combined view of estimated revenue from sold proposals at various stages in a lifecycle or, perhaps, proposals that represent unsold opportunities and are still under negotiation. Obtaining these results can be achieved by selecting the appropriate metrics, filters, dimensions, and attributes.

Guidance on which of these to use in a report to achieve specific results is separated into different articles. Those articles include:

Legacy DART Sales Manager publishers

Reports are no longer generated via a separate Finance Module. The DFP query tool also offers advantages over the prior Finance Module. While the Finance Module restricted you to the specific data points in predefined reports, the DFP query tool allows you to customize reports. See DART Sales Manager reporting and DFP sales management for guidance in finding reporting items your familiar with in the query tool.

To generate a sales report:

  1. Under the main "Reports" tab at the top of DFP, click Reports on the left navigation panel.
  2. Click New report.
  3. Select the "Sales" report type.
  4. Set a time zone. You can opt to report based on proposal or proposal line items time zone. See Time zone setting in reporting.
  5. Select a date range. Date range may determine the kind of metrics or dimensions you can use. Historical metrics, for instance, can't be used if your dates are in the future.
  6. Optionally add filters by clicking Add new filter. Filters restrict report to results that fulfill a certain condition. Learn more.
  7. Select dimensions, attributes, and metrics. Some dimensions and attributes are valid only in conjunction with some metrics.
  8. You can click Preview report to see how your reports appears. Otherwise, click Run report.

Get more help on saving a query, editing a query, sharing a saved report, and more in Create a query.

Time zone setting in reporting

If a corresponding line item is geographically targeted to location with a time zone different from your DFP network, best practice suggest that you align the time zone of the originating proposal line item with this geographic targeting. Doing so ensures that DFP processes the corresponding line item for reconciliation only when it has completed delivery for a billing cycle. If you don't align time zones with geographic targeting in line items, DFP could process line items based on its own, network time zone and fail to account for delivery that occurred based on the geographic location where the line item served.

For similar reasons, generating a report based on network time zone could fail to account for delivery in line items that served in a time zone different from the network time zone. To accurately capture delivery in query tool reports, set the reporting time zone to "Proposal or proposal line item time zone". This ensures that values in query tool reports and in reconciliation are better aligned and that DFP returns values based on the time zone set in proposals and proposal line items rather than its own network time zone.

Good to know metrics and dimensions with the time zone setting

The use of the time zone setting for reporting is available with the "Sales", "Historical", and "Business intelligence" report types. Only DFP sales management metrics are supported regardless of report type selected. These include metrics from the following metric groups:

  • Contracted revenue
  • Sales contract
  • Scheduled
  • Unified revenue
  • Expected revenue
  • Contracted revenue
  • Billing
  • Discount breakdown

Similarly, when selecting the "Sales" report type, all standard sales dimensions are supported with the use of the reporting time zone setting:

  • Delivery: Advertiser
  • Inventory: Ad unit, Key-values
  • Sales: Package, Product, Product package, Product template, Proposal, Proposal agency, Proposal line item, Rate card
  • Time unit: Date, Day of week, Month and year, Week
  • Users: All salespeople, Salesperson

Availability of dimensions varies depending on the report type selected. For the "Historical" report type, with the time zone setting for reporting you can additionally use:

  • Delivery: Aggregated demand channel, Line item, Line item type, Order

For the "Business intelligence" report type, only the "Ad unit" and the "Date" dimensions are available.

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