Generate a report

To generate a report:

  1. In your DFP Small Business account, click the Reports tab.

  2. Select the type of report you'd like to run.

  3. Click a time period preset (i.e., Today, Yesterday, Last week, or Last month) or click the date range to select a new range.

    If you change the date range, the report won't refresh on its own; you must first click the Apply button.

  4. If you'd like to customize your report further, click the edit report link next to the report name to expose all options, then select your reporting criteria dimensions (rows) and metrics/fields (columns) to define the information displayed in your report.

  5. For certain dimensions (advertiser, order, line item, or line item type), you can choose to include only selected values in your report. For example, you can choose to display only certain individual advertisers or orders in your reports instead of all advertisers or orders. When you select one of these dimensions, a drop-down will appear that lets you select only the values you want to include. You can also start typing to search for specific values.

    Limiting the amount of data you include can help you run reports faster and make it easier to find the information you need at a glance. You can filter data in saved, shared, and scheduled reports.

  6. Click Run report when you're ready to generate an updated report.

 

Export reports

To export a report that you've generated:

  1. Click the Export button, then select one of the following options:

    • CSV (comma-separated values): Each row of data is on a separate line, and each data field is separated by a comma.
    • TSV (tab-separated values): A simple text format, where each row of data is on a separate line and each data field is separated by a tab.
    • Excel CSV: Similar in format to CSV, but encoded to be more compatible with Microsoft Excel.
    • XML.
    • XLS.
    • XLSX: Compatible with Microsoft Excel 2007 and later versions.
  2. (Optional) Report names are automatically generated, but you can enter a new name in the Filename field.

  3. (Optional) The Include report properties check box is selected by default, but you can uncheck it if you don't want to include these properties. Report properties will appear on the first worksheet of your exported report, and can include information such as search filters, display filters, and object drill-downs.

  4. Click Download.

Excel takes its date, time, number, and currency formats from the settings on your computer, rather than the settings in the DFP UI.
 

Save reports

To save reports for future reference:

  1. Click Save and Share.

  2. Enter a report name.

  3. (Optional) Enter a report description.

  4. Click Save.

 

Share and email reports

To share your generated report with other users or advertisers:

  1. Click Save and Share.

  2. Enter a report name.

  3. (Optional) Enter a report description.

  4. Select Allow others to view this report.

  5. Enter the email addresses of people with whom you'd like to share the report. Sharing this report allows everyone you invite to view all previous and future versions of the report.

    You must add users as contacts to be able to share reports with them.
  6. (Optional) Enter a message that will appear in the notification email they receive.

  7. Click Save.

The recipients of your email will receive an invitation to view the report. They’ll have to link their email address to a Google account (if they don’t already have one) and will need to sign into DFP whenever they want to view the report. If you’d prefer to send them a report directly, see Send reports as attachments below.

 

Schedule automatic reports

To schedule automatically generated reports:

  1. Click Save and Share.

  2. Enter a report name.

  3. (Optional) Enter a report description.

  4. Select Run this report automatically.

  5. Select the appropriate time period (last 24 hours, last 7 days, last week, last 30 days, or last month) and reporting frequency (daily, weekly, or monthly) from the drop-down menus.

  6. (Optional) Click Notify me via email when reports run to receive your own copy of the email.

  7. Click Save.

 

Send reports as attachments

To send and receive reports as attachments:

  1. Click Save and Share.

  2. Enter a report name.

  3. (Optional) Enter a report description.

  4. To enable sending and receiving reports as email attachments, you must select either Run this report automatically and Notify me via email when reports run, or Allow others to view this report.

  5. Click Send report as attachment in email to open up options for sharing.

  6. Select the file format for the report. The attachment size limit is 10MB; larger reports will be compressed into zip files. If the zip fails, you'll get a failure email.

  7. (Optional) Click Include report header in attachment to include specific metadata at the top of the report file. Report headers can include information such as search filters, display filters, and object drill-downs.

  8. Click Save.