Instant reporting

Instant reporting allows you to see data immediately when it's available, instead of waiting for a report to run and then downloading the file for offline viewing. Instant reporting can save time when you're looking for quick performance checks, ad-hoc reports, and routine analysis of common dimensions and metrics. Instant reports can be single use or saved for later, and also made into visualizations like bar and pie charts. Larger and more complex reports can be saved and downloaded, and retrieved from the report list at a later time.

Create and run a report

1. From Report builder, click New report > Instant reporting (Campaign Manager 360). From Reports > Instant & offline > Instant reporting click New instant report (Display & Video 360).
2. Click Save to add your report to your report list.
   • To edit the name of your report, click the edit icon .
   • To name and save your report, click Save as.
   • To clear the name and all dimensions and metrics, click Reset.
3. To download all of the rows in your report, click the download icon .

Schedule and share reports

1. Navigate to the report that you want to schedule or deliver.
2. Click the schedule and delivery icon .
3. Click the "Schedule status" toggle to turn on scheduling.
   1. Select the timezone, frequency, and date range.
4. Select the file format.
5. Click the "Delivery" toggle to turn on email delivery.
   1. Select the format as an attachment or link to the report.
   2. Select the "Email owner" checkbox to receive emailed reports.
   3. Click add people and enter the email addresses to send emailed reports to other users.
6. Click Save.
   Note: For Instant reporting, when a report is shared with another user, only the report files are shared, and not the report itself. The user won't have access to run the report, but the shared report files will be available in the “Files” column.

Floodlight configuration (Campaign Manager 360 only)

If you want to run a report with Custom Floodlight variables, you must first choose a Floodlight configuration before running it.

1. From the New Instant Report page, navigate to the “Search metrics and dimensions” section.
2. Search for “custom floodlight variable”.
3. From the “Add filter” bar, select Floodlight Configuration.
4. Select a configuration from the list and click Apply.

Learn more about Custom Floodlight variables

Saving to Google Drive

When a report has been saved and run, you can upload it to Google Sheets via Google Drive.

1. Build the report in Instant reporting, and give it a name.
2. Save the report, and download it as a .csv file or another supported file type, such as an Excel file.
3. Navigate to the Instant Reporting list page, and click “Download”.
4. Select "Save to Drive".
5. Follow the steps to confirm and authenticate the account to grant access to Google Drive.

Tip: You can use the files view for a report to see previously run reports, check the status of a report that's currently running, as well as upload it to Google Drive. To upload a report to Google Drive using this option, open the files view for the report, and click Save to Drive.

Running a YouTube Report (Display & Video 360 only)

If you’re running a report based on YouTube activity, you'll need to include YouTube specific metrics and dimensions. These metrics and dimensions may not be compatible with other metrics and dimensions from standard reports.

To avoid any compatibility issues, you can select one of these reporting templates for YouTube:

• YouTube Conversions
• YouTube Standard

You can also choose to build an empty report, using the following YouTube specific metrics and dimensions:

Dimensions

• Age (YouTube)
• Asset
• Asset (upgraded Location)
• Asset (upgraded)
• Asset Status
• Asset Status (upgraded Location)
• Asset Status (upgraded)
• Asset Type
• Asset Type (upgraded Location)
• Asset Type (upgraded)
• Audience Segment
• Audience Segment Type
• Brand Lift Type
• Country (YouTube)
• Detailed Demographics
• Detailed Demographics ID
• Household Income
• Interest
• Life Events
• Optimized Targeting
• Parental Status
• Placement (All YouTube Channels)
• Placement (All)
• Placement (Managed)
• Placement ID (Managed)
• Placement Name (All YouTube Channels)
• Remarketing List
• Remarketing List ID
• Video Duration
• YouTube Ad
• YouTube Ad Format
• YouTube Ad Group
• YouTube Ad Group ID
• YouTube Ad ID
• YouTube Ad Type
• YouTube Ad Video
• YouTube Ad Video ID

Metrics

• All YouTube Sequence Impressions
• Average Impression Frequency per User
• Average Impression Frequency per User (7 days)
• Brand Lift: Absolute Brand Lift
• Brand Lift: All Survey Responses
• Brand Lift: Baseline Positive Response Rate
• Brand Lift: Baseline Survey Responses
• Brand Lift: Cost Per Lifted User
• Brand Lift: Exposed Survey Responses
• Brand Lift: Headroom Brand Lift
• Brand Lift: Relative Brand Lift
• Brand Lift: Users
• Card Clicks
• Conversions
• Cost / Conversion (Advertiser Currency)
• Cost / Conversion (USD)
• Earned Likes
• Earned Playlist Additions
• Earned Shares
• Earned Subscribers
• Earned Views
• Engagement Rate (YouTube)
• Engagements (YouTube)
• Impressions (Co-viewed)
• Store Visit Conversions
• Total Conversion Value (Partner Currency)
• Total Conversion Value (USD)
• Total Users
• Unique Viewers
• View Conversion Rate
• View through Conversion
• View-through Store Visits

Tip: Before adding additional metrics or dimensions for your report, filter the list so that only the compatible metrics and dimensions are shown.

1. Click the 3-dot icon on the right side of the “Search metrics and dimensions” bar.
2. Make sure that the toggle switch is off for the “Show incompatible” option.
3. The list will now show only the metrics and dimensions that are compatible with the report you’re building.

Report properties

1. Choose the date range to report on.
2. Drag dimensions into the Row area and metrics into the Column area.
3. Click filter to select filters.

Filters	Limit the data in your report by using the Advertiser filter. A maximum of 800 entities will be displayed in the filter, and you can use search terms to further narrow down the list.
Dimensions	Descriptors that aren't numerical totals like clicks or impressions. For example, choose Ad type to report on how a given type of ad is performing.
Metrics	Units of measurement like clicks, conversions or impressions. They are often expressed as numerical totals or percentages.

Your report might need time to load. You can still modify the report properties as the report loads.

• If your report is taking a longer time to load, you can click Download to download your report first.
• If your report can't be loaded, you can try limiting the date range or removing metrics and dimensions. Or, you can click Download to download your report and see the full data.

Scheduled report limitations

• Scheduled reports that haven't been downloaded for more than 60 days or have failed to run for more than 30 days get deactivated. These reports can be reactivated at any time.
• Scheduled reports will no longer run if you lose reporting permissions or access to data for the advertiser or account.
• The report owner must be active for scheduled reports to run. You can duplicate the report with a new user to start generating reports again.
• CSV files in scheduled reports are zipped when over 200KB. Attachments in scheduled report emails are limited to 25MB.
• Some metrics and dimensions may be unavailable depending on your user role.

Visualize data

You can choose how to visualize your data. By default, the visualization type is set to Flat table. Other visualizations include Bar, Time Series (line), Pie, and Scatter.

1. Click the visualization type and select from the dropdown. You might need to remove dimensions and metrics for some visualization types. You can add any removed dimensions and metrics when the visualization type is Flat Table.

Pivot data

Add pivots to your table to view data for specific segments, such as a Floodlight activity. Note that reports with pivoted metrics are download only.

1. Add a “Pivot metric" to the Column area.
2. Click the Pivot metric.
3. Click Apply.

If you have multiple pivoted metrics, the report will not run if they are pivoted on different segments. Currently, you can pivot data for the following metrics:

Conversion metrics (Campaign Manager 360 only)

The following metrics can be segmented by Floodlight activities:

• Click-through Conversions
• Click-through Revenue
• Floodlight: Paid Search Action Conversion Percentage
• Floodlight: Paid Search Average CM360 Transaction Amount
• Floodlight: Paid Search Average Cost Per Action
• Floodlight: Paid Search Average Cost Per Transaction
• Floodlight: Paid Search Spend Per Transaction Revenue
• Floodlight: Paid Search Transaction Conversion Percentage
• Floodlight: Paid Search Transaction Revenue Per Spend
• Natural Search Actions
• Natural Search Revenue
• Natural Search Transactions
• Paid Search Actions
• Paid Search Revenue
• Paid Search Transactions
• Total Conversions
• Total Revenue
• View-through Conversions
• View-through Revenue

Unique Reach metrics

You can find pivoted Unique Reach metrics under the "Unique Reach by Frequency (pivoted)" section. The following metrics can be segmented by frequency:

• Unique Reach: Click Reach (pivoted)
• Unique Reach: Impression Reach (pivoted)
• Unique Reach: Impression Reach (Co-Viewed) (pivoted)
• Unique Reach: Total Reach (pivoted)
• Unique Reach: Total Reach (Co-Viewed) (pivoted)
• Unique Reach: Viewable Impression Reach (pivoted)

For Unique Reach metrics, the report will not run unless all the frequency segments are selected.

Unique Reach Overlap metrics

The following metrics can be segmented by Unique Reach overlap dimensions:

• Unique Reach: Overlap Click Reach (pivoted)
• Unique Reach: Overlap Click Reach Percent (pivoted)
• Unique Reach: Overlap Impression Reach (pivoted)
• Unique Reach: Overlap Impression Reach Percent (pivoted)
• Unique Reach: Overlap Total Reach (pivoted)
• Unique Reach: Overlap Total Reach Percent (pivoted)
• Unique Reach: Overlap Viewable Impression Reach (pivoted)
• Unique Reach: Overlap Viewable Impression Reach Percent (pivoted)

Unique Reach Overlap metrics work differently from other pivoted metrics. To pivot a Unique Reach Overlap metric:

1. Click to expand the “Unique Reach Overlap (pivoted)” section.
2. Drag a pivoted metric to the Column area.
3. Drag one or more of the following dimensions to the Row area:
   • For Campaign Manager 360:
     • Country
     • Advertiser
     • Campaign
     • Site (CM360)
     • Date
     • Week
     • Month
   • For Display & Video 360:
     • Country
     • Advertiser
     • Advertiser ID
     • Advertiser Integration Code
     • Advertiser Status
     • Insertion Order
     • Insertion Order ID
     • Insertion Order Integration Code
     • Insertion Order Status
     • Partner
     • Partner ID
     • Partner Status
     • Date
     • Week
     • Month

Rich media metrics

The following metric can be segmented by rich media events:

• Rich Media Metrics (pivoted)

Custom Data

You can use existing metrics to create custom data and calculate new metrics.

1. Click + Custom Data
2. Give your data a name and description.
3. Add metrics and mathematical operators to calculate your metric.
4. (Optional) To display your calculation as a percentage, change Data format from Number (123) to Percent (%).
5. Click Apply to create the metric.

Example custom data

Revenue eCPA (Display & Video 360 only)

To see the amount of revenue generated by each conversion:

1. Click + Custom Data
2. Add the Revenue metric.
3. Select the division symbol.
4. Add the Conversions metric.
5. Click Apply.

Time series chart as compared to a goal

To create a time series chart with a goal line:

1. Drag Click Rate into Column area.
2. Drag Date into Row area.
3. Click + Custom Data
4. Name the data "CTR Goal".
5. Change Data format to Percent (%).
6. Enter your goal, (a value of .02 will show as 2%) and click Apply.
7. Change chart type from Flat table to Time Series.
8. Toggle Secondary y-axis off.

Limitations

• Data may not be available depending on your user role.