Creating a New Report Profile

1. Access the Reports List Page

2. Click on the "Create Report" button near the top right

 

Complete Report Profile

1. Make choices and fill in fields in the following sections

General

• Account - The account selected here will be used to generate the data for this report
• Template - The template selected here will be used to generate this report
• File type - This is the type of file that will be created when the report is run. This cannot be changed after the report profile has been saved (The choices in the drop-down are "PDF", "CSV", or "Powerpoint")

Schedule & Overrides

Report Scheduling

• Schedule Type - The report can be scheduled Daily, Weekly, or Monthly or set to Manual, to be run, on-demand

Date Range Override

• Date Range - This option allows you to override the default date set in the Template. Any widget that is using the "Default" date range will use this value instead

Dimension Filters

Dimension Filters allow you to apply filtering criteria to your entire report, making it easy to create focused reports for specific campaigns, accounts, or other dimension values without manually configuring individual widgets.

How Dimension Filters Work

• Report-Level Filtering - Filters are applied during report generation to all data in the report
• Multiple Values - You can enter multiple values for each dimension filter, separated by commas
• Contains Matching - All filters use "contains" logic for flexible matching (case-insensitive)
• Multiple Filters - You can add multiple dimension filters to narrow your results
• Filter Logic:
  • Multiple values within a single dimension use OR logic (e.g., "Campaign A" OR "Campaign B")
  • Multiple dimension filters use AND logic (e.g., Campaign contains "X" AND Device Type contains "Mobile")

Available Dimension Filters

You can filter your reports by the following dimensions:

• Campaign Name - Filter by campaign name(s)
• Device Type - Filter by device type (e.g., Desktop, Mobile, Tablet)
• Network - Filter by data source network
• Account - Filter by account name
• Date - Filter by date values
• Data Source - Filter by specific data sources
• Custom Dimension 1-10 - Filter by any custom dimensions configured in your account

Adding Dimension Filters

1. In the Report Profile configuration, locate the Dimension Filters section

2. Click the "Add Dimension Filter" button to create a new filter

3. For each filter:

• Select a Dimension - Choose from the dropdown list (Campaign Name, Device Type, Network, Account, Date, Data Source, or Custom Dimensions 1-10)
• Enter Filter Values - Type the values you want to filter by. For multiple values, separate them with commas (e.g., "Campaign A, Campaign B, Campaign C")
• Delete Filter - Click the delete icon to remove a filter if needed

4. Add additional filters as needed by clicking "Add Dimension Filter" again

5. Save your Report Profile to apply the filters

Example Use Cases

Example 1: Single Campaign Report

• Dimension: Campaign Name
• Values: "Holiday Sale 2025"
• Result: Report shows only data for campaigns containing "Holiday Sale 2025"

Example 2: Mobile-Only Multi-Campaign Report

• Filter 1 - Dimension: Device Type, Values: "Mobile"
• Filter 2 - Dimension: Campaign Name, Values: "Spring Campaign, Summer Campaign"
• Result: Report shows only mobile device data for campaigns containing "Spring Campaign" OR "Summer Campaign"

Example 3: Account-Specific Report

• Dimension: Account
• Values: "Acme Corporation"
• Result: Report filters all data to only show results for accounts containing "Acme Corporation"

Important Notes

• Dimension filters are saved with the Report Profile and will be applied every time the report is generated
• Filters are applied before template rendering, ensuring consistent results across all widgets
• If a filter results in no matching data, the report will generate but may show empty results
• Filter values are case-insensitive for matching
• The "contains" matching allows for partial string matches (e.g., "Campaign" will match "Holiday Campaign 2025")

Placeholders

File

• File Name - This is the name of the PDF File that will be generated and the name that appears on the Dashboard. Available placeholders:
  • {RUN_DATE} {REPORT_DATE_RANGE}
  • {REPORT_DATE_RANGE_START}
  • {REPORT_DATE_RANGE_END}
  • {ACCOUNT_EXTERNAL_ID}
  • {REPORT_DATE_RANGE_START_YYYY}- Displays the date range start date as YYYY
  • {REPORT_DATE_RANGE_START_YY} - Displays the date range start date as YY
  • {REPORT_DATE_RANGE_START_MM} - Displays the date range start date as MM
  • {REPORT_DATE_RANGE_START_DD}- Displays the date range start date as DD
  • {REPORT_DATE_RANGE_START_Month} - Displays the date range start date with spelled out month name (e.g. September)
  • {REPORT_DATE_RANGE_END_YYYY} - Displays the date range end date as YYYY
  • {REPORT_DATE_RANGE_END_YY} - Displays the date range end date as YY
  • {REPORT_DATE_RANGE_END_MM}- Displays the date range end date as MM
  • {REPORT_DATE_RANGE_END_DD} - Displays the date range end date as DD
  • {REPORT_DATE_RANGE_END_Month} - Displays the date range end date with spelled out month name (e.g. September)
  • {RUN_DATE_YYYY} - Displays the run date as YYYY
  • {RUN_DATE_YY} - Displays the run date as YY
  • {RUN_DATE_MM} - Displays the run date as MM
  • {RUN_DATE_DD} - Displays the run date as DD
  • {RUN_DATE_Month} - Displays the run date as spelled out month name (e.g. September)

(To use the placeholders you can "copy" the desired placeholder and "paste" it into the field)

Email

Email Settings

• E-Mail Recipients Mode
  • Single - Select "Single" if you want 1 email sent to all email addresses
  • Multiple - Select "Multiple" if you want a separate email sent for each email address
• E-Mail Recipients - By default reports will be emailed to the email associated with the Account. Enter a value here to send to a different set of email addresses. Use a semi-colon to separate each email if entering multiple emails (e.g. [email protected]; [email protected])
• Attachment Mode - Use this option to determine if you want to include an attachment to the report email (The choices in the drop-down are "Include" or "Do Not Include")
• E-Mail Subject - By default, reports will use the subject configured in the Agency Settings Email Templates. Enter a value here to supply a custom subject for this report. Available placeholders: {RUN_DATE} {REPORT_DATE_RANGE} {REPORT_DATE_RANGE_START} {REPORT_DATE_RANGE_END} {FREQUENCY} {ACCOUNT_PRIMARY_CONTACT_NAME} {ACCOUNT_PRIMARY_CONTACT_EMAIL} {ACCOUNT_OWNER_NAME} {ACCOUNT_OWNER_EMAIL} {ACCOUNT_OWNER_PHONE} {AGENCY_NAME} {ACCOUNT_NAME} (To use the placeholders you can "copy" the desired place holder and "paste" it into the field)
• E-Mail Body - By default reports will use the body configured in the Agency Settings Email Templates. Enter a value here to supply a custom body for this report. Available placeholders: {RUN_DATE} {REPORT_DATE_RANGE} {REPORT_DATE_RANGE_START} {REPORT_DATE_RANGE_END} {FREQUENCY} {ACCOUNT_PRIMARY_CONTACT_NAME} {ACCOUNT_PRIMARY_CONTACT_EMAIL} {ACCOUNT_OWNER_NAME} {ACCOUNT_OWNER_EMAIL} {ACCOUNT_OWNER_PHONE} {AGENCY_NAME} {ACCOUNT_NAME} {AGENCY_LOGO} {ACCOUNT_LOGO} {DASHBOARD_URL_AUTOMATIC_LOGIN} {DIRECT_REPORT_DOWNLOAD_URL} {@CUSTOM_FIELD} (To use the placeholders you can "copy" the desired place holder and "paste" it into the field)

2. When all the choices are made, click the "Save Changes" button