STEP-BY-STEP INSTRUCTION:


Introduction

  • The Report Builder allows you to analyze and present your performance data in a more detailed way.
  • You can create custom tables and charts directly in the Report section, without having to download your data in a separate sheet. These reports can be saved, and scheduled to be mailed to any email address.
  • This user guide explains how to use the Report Builder to better visualize your performance.



Benefits

  • Easy tables: A simple drag-and-drop interface lets you quickly build multi-dimensional tables, reducing the need to download your data.
  • Visualize patterns and trends: Custom reports let you visualize the patterns and trends in your data.
  • Advanced filtering and sorting: Filter, segment, and sort your report to see a specific set of campaigns or metrics.



Usage Flow

1. Create a Report

Start by creating a custom report in your account. 

You’ll then build your report by adding dimensions, such as strategies, as well as metrics, like clicks and conversions.

  1. Click the Reports menu and Create Report button in the top right.
  2. Drag and drop a dimension, such as Strategy Name from the right-side panel into the Row section.
  3. Drag and drop metrics, such as Clicks and Cost(USD) into the Columns section.
  4. Click the Run button on the down left to generate the data.
  5. Your table will now show you values for each dimension based on the metrics you added, for example, the number of clicks and cost for each strategy.
  6. Reset: Click Reset to clear the dimensions or columns you set before, and you can set the fields again and click Run to generate another report data.
  7. To save your report, click Submit, and input the report name, set the email schedule, and click OK.
  8. View the report: 

After the creation, you can view the report in the card list Custom category.


You can also switch to the table view to see the report.


2. Edit Your Report

You can filter, format, and sort your data, or remove the fields you don't need.

  • Filter: See data that meets specific criteria in your table.
  • Sort: Reorganize the data in your table.
  • Freeze Column: Freeze the column that you want them always to be displayed.
  • Remove: Remove the column if you don't need it.


You can also re-schedule, rename, and download your report.

  • Schedule: Re-schedule for the email sending.
  • Save as: Save as lets you create a copy of your report with a new name.
  • Download: Download your report and view it in CSV format.


3. Report Compare

You can enable the report to compare by toggle on the Compare to button in the calendar.

  • Supportable compare type

    • Previous period;

    • Custom: you can customize the compare period.


4. Chart Switch

Table and Line charts are available now; you can switch between each other by dropping down the table icon.

Tips: More chart types will be coming soon.






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