# NinjaCat Docs Documentation > Documentation for NinjaCat Docs Append .md to any documentation page URL to get its markdown version. ## Guides - [Login to NinjaCat ](https://docs.ninjacat.io/docs/how-do-i-login.md) - [Accessing Settings](https://docs.ninjacat.io/docs/how-to-access-the-setup-settings.md): If you need to add a new network connection, manage users, update your organization's default settings, or modify billing information, you'll need access to the Setup settings. This guide explains how to access the Setup settings in NinjaCat and the necessary User Role permissions to view this section. - [NinjaCat Best Practices For Long-Term Success](https://docs.ninjacat.io/docs/ninjacat-best-practices-for-long-term-success.md): While your team’s use cases may vary, our most successful users follow most of these guidelines. - [NinjaCat Customer Success Center](https://docs.ninjacat.io/docs/ninjacat-customer-success-center.md): The Customer Success Center is your central hub in NinjaCat, connecting you with the right people, resources, and information to help you get the most out of the platform. - [Data Flow & Terms to Know in NinjaCat](https://docs.ninjacat.io/docs/data-flow-terms-to-know-in-ninjacat.md): Understanding how data moves through NinjaCat and the terms used to describe it can help your team troubleshoot faster, optimize performance, and communicate clearly. Below are three examples that outline the flow of data and key concepts across: Reporting with Data Cloud, Reporting with Quick Connectors, & Using AI Agents with Data Cloud - [Getting Help with Nina and the Support Hub](https://docs.ninjacat.io/docs/getting-help-with-nina-and-the-support-hub.md): NinjaCat now includes a new version of **Nina**: an AI assistant **powered by NinjaCat's Agents**, and the **Support Hub**: a ticket portal — both designed to get you answers and resolutions faster, without leaving the app. Whether you have a quick question or need hands-on support, Nina and the Support Hub work together to keep things moving. - [Managing Your Datasets in Data Cloud](https://docs.ninjacat.io/docs/managing-datasets-in-data-cloud.md) - [Delete Connectors and Datasets in Data Cloud](https://docs.ninjacat.io/docs/delete-connectors-and-datasets.md) - [Configuring Ingestion Controls for Connectors & Datasets](https://docs.ninjacat.io/docs/configuring-ingestion-controls.md) - [Build a Native Provider Dataset](https://docs.ninjacat.io/docs/how-to-build-a-data-cloud-data-source.md) - [Build a Custom Provider Dataset](https://docs.ninjacat.io/docs/build-a-custom-provider-data-source-google-sheets.md): This guide walks you through creating Datasets from custom data sources in NinjaCat’s Data Cloud. From establishing Data Source connections to utilizing the AI-powered auto-matching functionality to map your data efficiently. Then ultimately setting up account matching, sync schedule and requesting data. - [Build a Custom Email Connector Dataset](https://docs.ninjacat.io/docs/build-a-custom-provider-dataset-copy.md): This guide walks you through creating an Email Dataset - [Duplicate a Connector](https://docs.ninjacat.io/docs/duplicate-a-connector.md) - [Removing a Field From a Dataset: What to Expect](https://docs.ninjacat.io/docs/removing-a-field-from-a-dataset-what-to-expect.md) - [Dataset Exploration, Organization, & Transformation](https://docs.ninjacat.io/docs/dataset-exploration-organization-transformation.md): NinjaCat's Data Cloud is an entirely different data interaction paradigm than our original system. The changes to how NinjaCat allows you to ingest, explore and utilize your data take several backend processes and makes them transparent and manageable to you, the user. This article lists the capabilities possible to explore, organize, and transform datasets. - [Identify & Fix Data Gaps with the Data Gap Analyzer](https://docs.ninjacat.io/docs/data-gap-analyzer.md) - [Control Metric Aggregation With Views](https://docs.ninjacat.io/docs/controlling-metric-aggregation-with-views.md): NinjaCat's Data Cloud connects you to and stores data directly from providers. This lets you select the reports and fields you want to get the results you need from your data. Views gives you another layer of control to get the right data driven result. Views lets you select the dimension you use to aggregate your data and filter out dimensions that break apart your metric results in ways you don't want. This article goes over the features of Views and some tips for use. - [Create New Data Columns With SQL Expressions](https://docs.ninjacat.io/docs/create-new-data-columns-with-sql-expressions.md): NinjaCat Data Cloud's data cleaning tools allow splitting and combining columns already existing in the data set. There are also simple calculation features for numeric data columns. The SQL Expression feature allows your SQL-experienced team members to create brand-new columns in your data set that result from performing SQL expressions on data contained in the data set. This article explains using SQL expressions in the Data Set Explore page to create new columns. - [Transform Data with SQL Transform Builder](https://docs.ninjacat.io/docs/transform-data-with-sql.md): SQL Transforms allow users to manipulate and combine data sets within NinjaCat using SQL. This feature enables users to apply complex transformations, joins, and aggregations beyond basic filtering and roll-ups. - [Use Data Cloud Datasets in NinjaCat Report Templates](https://docs.ninjacat.io/docs/using-data-cloud-datasets-in-ninjacat-report-templates.md): NinjaCat’s Data Cloud is the future of data management in the platform. Organizing your data in Data Cloud Datasets will allow you to clean, transform, explore, and store your data before pulling data into Report widgets. While we are building out Data Cloud, a few features are still a work in progress. - [Track Changes to Transformation Datasets with Version History](https://docs.ninjacat.io/docs/transformation-dataset-version-history.md) - [Dataset Lineage](https://docs.ninjacat.io/docs/dataset-lineage.md) - [Monitor Materialization Refresh Status](https://docs.ninjacat.io/docs/monitor-materialization-refresh-status.md) - [What to Do If a Dataset Sync Is Stuck or Taking Too Long](https://docs.ninjacat.io/docs/dataset-sync-stuck-or-slow.md) - [Understanding Sync Status and Lifecycle Substatus](https://docs.ninjacat.io/docs/sync-status-lifecycle-substatus.md) - [Export Data With Data Cloud Ship](https://docs.ninjacat.io/docs/exporting-data-with-data-cloud-ship.md): NinjaCat’s Data Cloud Ship provides two methods for accessing data collected through NinjaCat's Data Cloud: BI Connect directly shares the database with the user, fully replicated and synchronized.  Whether it's via a reader account or your own, pre-existing Snowflake account you get full access to the database. It is always up-to-date with read-only access. Data Export allows exporting data on an interval that you control. NinjaCat sends data to you. NinjaCat is not replicating or managing the replication like in BI Connect. You are responsible for managing and monitoring your data. - [Connect Data Cloud BI Connect to Looker Studio](https://docs.ninjacat.io/docs/connect-data-cloud-bi-connect-to-looker-studio.md): BI Connect directly shares the database with the user, fully replicated and synchronized.  Whether it's via a reader account or your own, pre-existing Snowflake account, you get full access to the database. It is always up-to-date with read-only access. This article explains how to use your NinjaCat Data, which is being stored via Snowflake, as a data source in Looker Studio. - [Access The NinjaCat Template Builder](https://docs.ninjacat.io/docs/accessing-the-ninjacat-template-builder.md): If you're looking to assemble a collection of tables and charts to display data in your reports and dashboards—you're going to use the NinjaCat Template Builder. This article will guide you through the steps to access it and a guide to the Template Builder canvas features. - [Create a Template From Scratch](https://docs.ninjacat.io/docs/creating-a-template-from-scratch.md): These simple steps will walk you through the process of creating a brand new blank template, which you can then customize to your needs. You'll be given orientation and margin options, as well as a totally blank canvas on which to create your very own reporting template. - [Use a Premade Report Template](https://docs.ninjacat.io/docs/how-to-use-a-premade-report-template.md): If the idea of creating your first template from scratch is a little scary to you, then look no further. This article is designed to help you use the Pre-made Report Templates. These simple steps will walk you through the process of creating your own template utilizing one of our handy pre-made templates as a starting point. - [Select and Group Widgets](https://docs.ninjacat.io/docs/select-and-group-widgets.md) - [Duplicate a Template](https://docs.ninjacat.io/docs/how-to-duplicate-a-template.md): These simple steps will walk you through the process of duplicating an existing template. This is highly recommended when you're looking to either edit a template that's being used to power reports or dashboards or if you want to use an existing template as a starting point to build another template. - [Add a Premade Widget to a Template](https://docs.ninjacat.io/docs/how-to-add-a-premade-widget-to-a-template.md): These simple steps will walk you through the process of finding the pre-made widget library inside of the template builder and adding a pre-made widget to a template. - [Display Content in a Template](https://docs.ninjacat.io/docs/manually-displaying-content-in-a-template.md): To display any content in a NinjaCat Template you must select, place, and arrange widgets. These simple steps will walk you through the basics of viewing the available widgets, selecting the desired widget, and arranging widgets on your template page. - [Copy and Paste Template Pages and Widgets](https://docs.ninjacat.io/docs/how-to-copy-and-paste-template-pages-and-widgets.md): Once you set up a useful widget or a great arrangement of widgets on a page there's no need to re-invent the wheel if you want to use the objects in different places. This article will walk you through the process of copying a template page or a single widget and then pasting those items within that template or into another template. - [Rename a Template](https://docs.ninjacat.io/docs/how-to-rename-a-template.md): The first step to a helpful template is a good name. These simple steps will walk you through the process of renaming your template, whether it's a duplicate of an existing template, a starter template, or a brand new template. - [Change the Default Date Range of a Template](https://docs.ninjacat.io/docs/changing-the-default-date-range-of-a-template.md): The default date range will define the date range of all widgets in your template unless they are specifically edited. These simple steps will walk you through the process of changing the default date range to be used across your template. - [Ninjacademy Video: Change Template Theme Settings](https://docs.ninjacat.io/docs/ninjacademy-video-changing-the-theme-settings-of-a-template.md) - [Cover Widget](https://docs.ninjacat.io/docs/using-the-cover-widget.md): These simple steps will walk you through the process of inserting the cover widget into a template and customizing it to make your reports pop. - [Text, Heading, Dynamic Text & AI Insights Generator Widgets](https://docs.ninjacat.io/docs/using-the-text-heading-ai-insights-generator-widgets.md): These simple steps will walk you through inserting a text or header widget into a template and customizing the formatting to match the look and feel you aim for. This article also has the information for using the AI Insights Generator text widget. - [Media Widgets](https://docs.ninjacat.io/docs/using-the-media-widgets.md): These simple steps will walk you through inserting an Image or IFrame widget into a template and customizing them for your needs. - [List of Data Widgets](https://docs.ninjacat.io/docs/list-of-data-widgets.md): This simple guide will walk you through each type of data widget available in the NinjaCat Template builder, and, complete with examples and use cases will enable you to decide which type of data widget best tells your data story. - [Configure a Data Widget](https://docs.ninjacat.io/docs/configuring-a-data-widget.md): To be able to work with a data widget of any type, once you've selected which data sources you want to use, you'll need to add dimensions and metrics. These can be simple, aggregate, or custom. To be in a position to be thinking about dimensions and metrics, you need a template - see one of the articles below for guidance on creating a template. - [Data Widget Custom Options](https://docs.ninjacat.io/docs/data-widget-customization-options.md): After the data sources, dimensions, and metrics are selected for a data widget there are still more options that can be accessed to better configure the data display you want to create. These options are collectively referred to as the "Aggregate Options". The Aggregate Options consist of Date Range Overrides, Comparisons, Result Limits, and Sorting. This article is a guide to using these options. - [Dimensions and Metrics](https://docs.ninjacat.io/docs/dimensions-and-metrics-1.md): To be able to work with a data widget of any type, you'll need to add dimensions and metrics. These can be simple (or Data Source-Specific), aggregate, or custom. This article is designed to help you understand the difference between the variety of Dimensions and Metrics available in the Template Builder. - [Ninjacademy Video: Filter Data Widget Results](https://docs.ninjacat.io/docs/ninjacademy-video-how-to-filter-the-results-of-a-data-widget.md) - [Ninjacademy Video: Global Filters / Metrics in the Template Builder](https://docs.ninjacat.io/docs/ninjacademy-video-how-to-use-global-filters-and-metrics-in-the-template-builder.md) - [AI Insights Widgets](https://docs.ninjacat.io/docs/ai-insights-widgets.md): These steps will help you configure AI Insights widgets - [AI Insights - Executive Summary](https://docs.ninjacat.io/docs/ai-insights-executive-summary.md): These steps will help you configure AI Insights Executive Summaries - [Flow Data Across Multiple Widgets/Pages](https://docs.ninjacat.io/docs/how-to-flow-data-across-multiple-widgetspages.md): Once you've created your table widgets, it may sometimes be necessary to run results over multiple tables across several pages. This simple guide will walk you through how to duplicate a table across more than one page and use the results limit to display your results in reports. - [Build a Roll-up Report / Dashboard Template](https://docs.ninjacat.io/docs/building-a-template-to-use-for-a-roll-up-report-or-dashboard.md): Roll-up reporting has many, powerful advantages for grouped reporting to customers and internal monitoring capabilities. There are a few specific settings to fully activate roll-up functionality in your template. This article explains them. - [Display Year Over Year Results in a Column Chart](https://docs.ninjacat.io/docs/how-to-display-year-over-year-results-in-a-column-chart.md): Comparing the results of two years of data is easily possible by enabling comparisons for a widget. Though, a popular data display is to show the YoY results for more than two years in a column chart. This article will outline the steps to create a column chart to show YoY results for more than two years. - [Ninjacademy Video: Dashboard Template Builder Best Practices](https://docs.ninjacat.io/docs/ninjacademy-video-dashboard-template-builder-best-practices-1.md) - [Template Builder REGEX (Regular Expressions)](https://docs.ninjacat.io/docs/regex-regular-expressions-in-the-ninjacat-template-builder.md): Cleaning and filtering data can sometimes go beyond the basic find and replace or "equals", "greater than" or "less than" statement. In these instances, there are Regular Expressions or REGEX for short. The NinjaCat Template Builder includes support for the use of REGEX for the purpose of text manipulation to aid in data cleaning. This article is a brief resource with some general REGEX knowledge, tips for use within NinjaCat, and links to external resources to broaden your REGEX knowledge. - [Best Practices for Creating Prompts in the AI Insights Generator Widget](https://docs.ninjacat.io/docs/best-practices-for-creating-prompts-in-the-ai-insights-generator-widget.md): The AI Insights Generator Widget allows you to extract insights directly from your widgets in the NinjaCat Template Builder by crafting targeted prompts. The quality of the insights depends heavily on how those prompts are written. This guide outlines some best practices for writing effective prompts that generate relevant and reliable results. - [Understanding Unique Metrics and Dataset Discrepancies In The NinjaCat Template Builder](https://docs.ninjacat.io/docs/understanding-unique-metrics-and-dataset-discrepancies-in-the-ninjacat-template-builder.md): When working with data in NinjaCat, especially when using Datasets or comparing Quick Connector results to template widgets, it’s important to understand how unique metrics behave. Differences in how data is ingested, stored, and queried can affect how results are calculated and displayed, especially when using metrics like Unique Users or Unique Clicks. This guide outlines key considerations to help ensure your reports and dashboards reflect the most accurate values possible, and to clarify why you might see differences between Dataset-based widgets and those pulling directly from a provider. - [Using Dataset Custom Dimensions & Metrics in the Template Builder](https://docs.ninjacat.io/docs/dataset-custom-dims-metrics-in-template-builder.md): When you create custom dimensions and metrics inside the **Dataset tool** (Data Cloud → Datasets), those fields become available for use in Template Builder widgets. This article explains how Dataset-level custom columns surface in the widget inspector, how Dataset Views interact with the Template Builder, what happens when aggregation settings conflict, and whether Dataset custom metrics can be used in the Template Builder's formula builder. - [Client Reporting Best Practices](https://docs.ninjacat.io/docs/best-practices-for-client-reporting.md) - [Reports List Page](https://docs.ninjacat.io/docs/the-reports-list-page.md): The Report List is the page that displays all of the active Reports that your team has created in NinjaCat. On this page, you can create a new Report Profile, edit, and monitor already created Reports. This article is a guide to what you see when on this page and the function of those items. - [Reports List Action Menu](https://docs.ninjacat.io/docs/the-reports-list-action-menu.md): The Reports List Action Menu allows you to perform advanced tasks when interacting with your reports. It's the main area of action on the Reports Page. This article is a guide to the actions that can be performed from the Reports List Action Menu. - [Reports Workflow](https://docs.ninjacat.io/docs/reports-workflow.md): The Reports Workflow feature in NinjaCat provides a detailed view of all recent report generation activities. This tool is especially useful for monitoring, rerunning, and troubleshooting individual report executions within a 30-day rolling window. - [Create Report Profiles](https://docs.ninjacat.io/docs/how-to-create-a-report-profile.md): The Report Profile is the final step in the process to create a report. If your Data is the figurative groceries, and the Template is the grocery list (categorized and curated list of specific groceries/data), the Report Profile is the trip to the "grocery/data" store. The Report Profile is where you set all the details for your report generation. This article takes you through the details of creating a Report Profile. - [Report Profile CSV Delivery Methods](https://docs.ninjacat.io/docs/report-profile-csv-delivery-method-options.md): We added CSV (Comma Separated Value) as a file type for report generation due to the flexibility the format provides when dealing with your data. Realizing the flexibility of using the CSV format is maximized by having multiple options for where to send your NinjaCat-generated CSV files, when CSV is selected as your report format a new group of settings labeled Delivery Options will be revealed under Overrides. This article provides information on the delivery methods available. - [Report Status Meanings](https://docs.ninjacat.io/docs/report-status-and-meaning.md): The Status Column in the Reports List communicates to you active information about your reports. Sometimes this communication requires action in order to make sure a report properly generates. Sometimes the communication lets you know a report's progress through the generation process. This article is a guide to the statuses you will see in the Status Column and their meanings. - [CSV Report Exports and Totals Rows](https://docs.ninjacat.io/docs/csv-report-exports-and-totals-rows.md) - [Dashboards List Page](https://docs.ninjacat.io/docs/the-dashboards-list-page.md): The Dashboards List is the page that displays all of the active Dashboards that your team has created in NinjaCat. On this page, you can create a new Dashboard Profile, edit, and monitor already created Dashboards. This article is a guide to what you see when on this page and the function of those items. - [Create Dashboard Profiles](https://docs.ninjacat.io/docs/how-to-create-a-dashboard-profile.md): The Dashboard Profile is a major step in the process to create a Dashboard. Creating a Dashboard Profile lets you select the Template or Templates to define the data display and enable custom Dashboard features. This article takes you through the details of creating a Report Profile. - [Dashboard Features](https://docs.ninjacat.io/docs/dashboard-feature-options.md): When creating a Dashboard Profile, you are presented with several dashboard options controlled by toggles. Each of these features adds different varieties of enhanced functions to your dashboards. This article is a guide to these features and their function in a dashboard. This info will hopefully increase your familiarity with these features and help you make the decision to include them or not. - [Ninjacademy Video: Invite New Dashboard Users](https://docs.ninjacat.io/docs/ninjacademy-video-how-to-invite-a-new-dashboard-user.md): Follow the section instructions in the linked article to invite a new user to view a dashboard. - [Preview Dashboard Profiles With Different Account Data](https://docs.ninjacat.io/docs/how-to-preview-a-dashboard-profile-with-different-account-data.md): Through the course of deciding the best data display for your clients, you may want to preview the results of different dashboard profiles with the data of different entities (ie. advertisers, products, campaigns). The preview option on NinjaCat's Dashboards List Page allows you to select a dashboard profile first, then select which entity's data to view. This article outlines how to find and engage this process. - [Ninjacademy Video: Give Clients Access to Multiple Account Dashboards](https://docs.ninjacat.io/docs/how-to-give-a-client-access-to-multiple-account-dashboards.md): Dashboard users added under the Account Settings in NinjaCat only have access to view that one account's data. But what if you want to give your customer access to view the dashboards of multiple accounts? Fortunately, NinjaCat has the ability for you to give that level of access to one of your customers. Also, fortunately, to learn all about it you can follow the instructions in the linked article. - [Provide Automatic Dashboard Access](https://docs.ninjacat.io/docs/how-to-provide-automatic-dashboard-access.md): Traditional methods of Dashboard Access require an account with credentials. There may be a need for automatic access to a dashboard without the added step of logging in. This article outlines the steps to set up Automatic Dashboard Access. - [Capture (Custom Event) Analytics in Iframed Dashboards](https://docs.ninjacat.io/docs/capturing-analytics-custom-events-in-an-embedded-iframed-dashboard.md): When a dashboard is embedded in an iFrame, users are able to capture a small number of custom events to help them understand the usage of that dashboard. The surrounding (parent) page needs to have implemented JavaScript code in order to listen for events being fired from the dashboard (child) page. - [Ninjacademy Video: Control Margin Display](https://docs.ninjacat.io/docs/ninjacademy-video-how-to-control-margin-display.md) - [Ninjacademy Video: Create Dashboard Filters](https://docs.ninjacat.io/docs/ninjacademy-video-how-to-create-dashboard-filters.md) - [Ninjacademy Video: Customize Dashboard Filters](https://docs.ninjacat.io/docs/ninjacademy-video-how-to-customize-dashboard-filters.md) - [Ninjacademy Video: Assign Dashboard Profiles to Accounts](https://docs.ninjacat.io/docs/how-to-assign-a-dashboard-profile-to-an-account.md): In most cases, having a single dashboard profile that drives dashboards for all of your separate entities (i.e. advertisers, products, campaigns) is the most convenient and easy to maintain setup. Sometimes one, or a few, of your entities may need their own dashboard. For this purpose, follow the section instructions from the linked article. - [Scheduled Report Delivery: Statuses, History, and Sending](https://docs.ninjacat.io/docs/scheduled-report-delivery.md) - [Custom Metric Formula Syntax](https://docs.ninjacat.io/docs/custom-metric-formula-syntax.md) - [What are NinjaCat’s AI Agents](https://docs.ninjacat.io/docs/what-are-ninjacats-ai-agents.md) - [Agent Use Cases](https://docs.ninjacat.io/docs/agent-use-cases.md) - [Prerequisites to Getting Started](https://docs.ninjacat.io/docs/prerequisites-to-getting-started.md) - [Agent Library Tour](https://docs.ninjacat.io/docs/agent-library-tour.md) - [Saving & Managing Agent Filter Views](https://docs.ninjacat.io/docs/saving-managing-agent-filter-views.md) - [Organizing Agents with Tags](https://docs.ninjacat.io/docs/organizing-agents-with-tags.md) - [Getting Started](https://docs.ninjacat.io/docs/getting-started-4.md) - [Agent Builder Tour](https://docs.ninjacat.io/docs/agent-builder-tour.md) - [Building with Bob](https://docs.ninjacat.io/docs/agent-builder-bob.md): Agent Builder Bob is an expert in—well—building! His main job is to create AI Agents in NinjaCat based on the goals or tasks you describe. Once you explain what you're looking for, Bob will configure the Agent Name, Description, Instructions (or prompt), enable the necessary tools, and surface relevant datasets to get your Agent up and running - [Custom Actions](https://docs.ninjacat.io/docs/custom-actions.md) - [Writing a Prompt](https://docs.ninjacat.io/docs/writing-a-prompt.md): The Instructions field in your AI Agent setup is where you define exactly what task the Agent should perform and what kind of output it should generate. These instructions, also known as the Agent’s **prompt**, are critical to ensuring a high-performing AI Agent. - [Model Selection](https://docs.ninjacat.io/docs/model-selection.md): By default, NinjaCat Agents are driven by Claude Sonnet 4.6, Anthropic's best model for complex agents and coding. However, depending on your Agent’s specific needs—whether for faster response times or enhanced reasoning—you can choose an alternative model.NinjaCat will adjust the default model when newer, better models come out after spending time testing that the output is as good or better than the prior default, and if it is more cost efficient. When the default is changed, it only impacts brand new Agents. Users will need to adjust the model for existing Agents if they would like to. NinjaCat will not adjust the model for existing agents to avoid disrupting an already perfectly crafted Agent (sometimes a model change could require tweaks to the prompt). - [Adding Triggers](https://docs.ninjacat.io/docs/adding-triggers.md): Triggers allow you to automate the execution of your Agent's task, without manually telling the Agent to "Go!" - [Adding Subagents](https://docs.ninjacat.io/docs/adding-subagents.md) - [Adding Remote MCP Servers](https://docs.ninjacat.io/docs/adding-mcp-servers.md) - [Adding Tools](https://docs.ninjacat.io/docs/adding-tools.md): Tools provide additional capabilities for an Agent to complete its assigned tasks. Some tools are pre-enabled and locked for foundational functions, while others are optional and can be enabled based on the Agent’s requirements. - [Connecting Agents to Slack](https://docs.ninjacat.io/docs/slack-connector.md): The **NinjaCat **Slack Connector lets your team work with your NinjaCat agents right inside Slack- meeting you where you work! Ask about campaign performance, generate reports, get answers, and keep the conversation going — all without leaving your workspace. - [Connector Directory](https://docs.ninjacat.io/docs/agent-connectors.md): The **Connectors** section in the Agent Builder lets you extend an agent's capabilities with optional, per-agent integrations. Connectors are added individually to each agent, so you can tailor what an agent can do based on its purpose. - [Adding Data](https://docs.ninjacat.io/docs/adding-data.md) - [Adding Other Knowledge](https://docs.ninjacat.io/docs/adding-other-knowledge.md): In addition to datasets, you can give your AI Agents access to two types of file-based knowledge: files uploaded directly to the agent, and files attached to individual accounts. This article covers both. - [Managing Agent-Level Access](https://docs.ninjacat.io/docs/managing-access.md) - [Chatting With Agents](https://docs.ninjacat.io/docs/chatting-with-agents.md): AI Agents in NinjaCat provide a powerful way to interact with your data and automate insights. However, understanding how conversations work—including context retention, tool usage, and troubleshooting outputs—is key to maximizing their effectiveness. - [Saving Agent-Generated Artifacts](https://docs.ninjacat.io/docs/account-level-artifact-management.md): AI agents can generate artifacts — Documents, Websites, and Data Apps — during a conversation. You can now save those artifacts to an account and manage them all in one place, from a dedicated **Artifacts & Apps** tab in the Account Command Center. - [Editing An Agent](https://docs.ninjacat.io/docs/editing-an-agent.md): AI Agents are dynamic tools, and refining their configuration is often necessary to improve their accuracy and performance. Whether you need to adjust the prompt, update datasets, modify triggers, or fine-tune tools, you can easily edit an existing Agent through the Agent Builder. - [Troubleshooting](https://docs.ninjacat.io/docs/troubleshooting.md): AI is a powerful tool, but it’s still evolving. To ensure your Agent is delivering accurate and reliable outputs, it’s important to test and refine its outputs. NinjaCat’s advantage is that your data is already integrated into our platform, but because we leverage Large Language Models (LLMs) (primarily OpenAI), Agent performance also depends on the latest AI advancements and reliability. - [AI Agents Chat: Error Messages & Troubleshooting](https://docs.ninjacat.io/docs/ai-agents-chat-error-messages-troubleshooting.md) - [Billing & Usage for AI Agents](https://docs.ninjacat.io/docs/billing-and-usage-for-ai-agents.md): The **Billing & Usage** page is your control center for understanding your org's Agent and Data App usage in NinjaCat — what's being used, who's using it, and how much credit you have left. It's also your way to control your organization's daily credit budget. - [Client Portals](https://docs.ninjacat.io/docs/client-portals.md): Client Portals give your clients a secure, dedicated space to log in and view the Agent-generated Artifacts and Data Apps you've chosen to share with them. It's a controlled window into your work — your clients see only what you publish to the portal, nothing else. - [Where to Put Agent Instructions: Account vs. Dataset vs. Agent](https://docs.ninjacat.io/docs/where-to-put-agent-instructions.md) - [Building Apps with App Studio](https://docs.ninjacat.io/docs/building-data-apps.md): **App Studio** is the unified environment where you create and manage all of your NinjaCat-powered apps. Previously referred to as the "Data App Builder," App Studio now offers two distinct app types — each optimised for different use cases — while keeping the same familiar builder experience you rely on. - [Getting Started with App Studio](https://docs.ninjacat.io/docs/getting-started.md): App Studio is the unified starting point for building apps in NinjaCat. When you create a new app, you first choose an **app type** — the framework that will power it. This choice determines the technology stack, but both types share the same dataset infrastructure (Snowflake reader accounts) and the same chat-driven creation flow. - [App Studio Tour](https://docs.ninjacat.io/docs/data-app-builder-tour.md): This page walks you through the key screens and components of App Studio — the unified environment for creating and managing NinjaCat apps. - [What is a Dynamic Number Pool](https://docs.ninjacat.io/docs/what-is-a-dynamic-number-pool.md): Being able to track exactly where the majority of your most valuable leads come from gives you the ability to focus your advertising efforts on the most effective campaigns.  Based on call volume, having more than one phone number per source allows for more accurate tracking of leads. A Dynamic Number Pool is a set of phone numbers that rotate on the website with each new visitor - [Add NinjaTrack Numbers in the Account Command Center](https://docs.ninjacat.io/docs/how-to-add-a-ninjatrack-number-from-the-account-command-center.md): A NinjaTrack call-tracking number provides a mechanism for you to record the leads generated by your advertising campaigns so that you can prove your value to your clients and increase client retention.  This article guides you through the basic setup of a NinjaTrack phone number. Below, you will find a step-by-step guide on everything that you will need to do in order to set up your first tracking number. - [Manage NinjaTrack Advanced Features](https://docs.ninjacat.io/docs/how-to-manage-advanced-ninjatrack-features.md): A NinjaTrack call-tracking number provides a mechanism for you to record the leads generated by your advertising campaigns so that you can prove your value to your clients and increase client retention.  This article guides you through some of the more advanced features available in the setup of a NinjaTrack phone number. - [Account Call Tracking Settings](https://docs.ninjacat.io/docs/account-call-tracking-settings.md): Setting up a call tracking solution like NinjaTrack involves making lots of decisions. Configuring general settings at a global level for your entire agency, then making specific adjustments on an account-by-account basis is really helpful. This article guides you through where to find these settings, what they all do, and how to configure those settings. - [Assign Phone Call Data Values By Tracking Number FAQ](https://docs.ninjacat.io/docs/manually-assigning-phone-call-data-values-by-tracking-number-faq.md): There are some call tracking situations that are best suited by manually attributing the values of Source, Medium, and Campaign to the calls placed to certain tracking numbers. In the NinjaTrack Advanced Number Settings under the Tracking Sources tab, there are three settings, Assign Source, Assign Campaign, and Assign Medium. This article describes in detail what these settings are and some common use cases for how to use these and how they may impact your reporting on phone calls. - [NinjaTrack Keyword Level Tracking](https://docs.ninjacat.io/docs/keyword-level-tracking-in-ninjatrack.md): Keyword level attribution to each of the phone calls from your website is a very desirable option when doing call tracking. Being able to track exactly where the majority of your most valuable leads come from gives you the ability to focus your advertising efforts on the most effective campaigns. The combination of a Dynamic Number Pool, some external setup in your data source provider, and tracking UTM Parameters in NinjaTrack makes this possible. This article links together the objectives of other articles in order to achieve Keyword Level tracking with NinjaTrack. - [Create Custom Trackable Ad URLs](https://docs.ninjacat.io/docs/how-to-create-custom-trackable-urls-for-ads.md): When tracking phone calls any data that can be traced from that real-world action back to your digital marketing efforts is golden.  Creating custom web links or "URLs" that lead from your ads to your client's phone number allows you to include trackable data. This article provides instructions on how to create custom Google and Bing Ads as well as manual creation methods. - [NinjaTrack Supported Sources](https://docs.ninjacat.io/docs/what-sources-are-supported-using-ninjatrack.md): NinjaTrack call tracking solution is very powerful and can track the source of a phone call from a variety of sources. The following provides an extensive but not exhaustive list of the types of sources that can be tracked using NinjaTrack. - [NinjaTrack Dynamic Number Insertion (DNI) Script](https://docs.ninjacat.io/docs/the-ninjatrack-dynamic-number-insertion-dni-script.md): Being able to track exactly where the majority of your most valuable leads come from gives you the ability to focus your advertising efforts on the most effective campaigns.  Call Tracking allows you to attribute the real-world action of making a phone call to your digital marketing efforts. A Dynamic Number Insertion (DNI) Script is a string of code that you insert on your client's business website. The script assigns and displays a unique phone number per source to each visitor that comes to your website so you know exactly which marketing source led to each phone call. This article guides you through all of the steps for how to find the script tag and install it using a variety of methods. - [Track Phone Numbers for Multiple Location Business Sites](https://docs.ninjacat.io/docs/how-to-track-phone-numbers-for-multiple-business-locations-placed-on-a-single-website.md): If your client has a single web page that displays phone numbers for multiple business locations getting data attributed to each specific location can be difficult. With the proper use of UTM parameters in the URLs of the web-based location-targeted ads and the right NinjaTrack settings, you can replace different business location phone numbers on a website each with a unique tracking number. This article walks through the steps to set that up and provides a technique to avoid cross-over between the two campaigns using UTM parameters as a filter. - [Setup Multiple Advertisers Sending Callers to a Single Phone Number](https://docs.ninjacat.io/docs/setup-for-multiple-advertisers-sending-callers-to-a-single-phone-number-display-website.md): You may have the marketing of multiple advertisers set to send potential callers to the same number display website. Attributing the call data to each advertiser's different NinjaCat Account requires a specific setup. This article explains how to; locate the account ID of the accounts you want to display numbers for on the same site, how to build a DNI(Dynamic Number Insertion) script that incorporates all the accounts, and how to use UTM parameters to filter between accounts to avoid data cross-over. - [Add Call Tracking Data to Client Reports / Dashboards](https://docs.ninjacat.io/docs/how-to-add-call-tracking-data-to-client-reports-and-dashboards-1.md): Now that you have set up your NinjaTrack call tracking solution and a few weeks have passed to collect data from your ad campaigns, you may be ready to start reporting on that data to help inform your advertising decisions about how to optimize your ad campaigns. The following article will guide you through general steps on how to add that data to your client reports. - [NinjaTrack Reporting Guide](https://docs.ninjacat.io/docs/ninjatrack-reporting-guide.md): What data does NinjaTrack collect and how does that data get defined, and represented in a report?  This article outlines the different data points NinjaTrack records, defines the metrics you use to report on that data, and gives common examples or use cases for when you would want to use one vs. another. - [Create NinjaTrack Call Tracking Invoice In NinjaCat](https://docs.ninjacat.io/docs/how-to-add-call-tracking-data-to-client-reports-and-dashboards.md): You may need to communicate the costs of call tracking to your customers. Instead of employing an outside invoice solution, you can use NinjaCat reporting on NinjaTrack data to configure an invoice. This article provides two options for invoicing clients for NinjaTrack call tracking services. - [Send NinjaTrack Call Conversions to Google Ads](https://docs.ninjacat.io/docs/how-to-send-ninjatrack-call-conversions-to-google-ads.md): Bringing together data from different sources in the most effective way is the cornerstone of what we do. NinjaTrack includes a feature that captures the Google Click ID (GCLID) from Google Ads, then sends that to the advertising account that is configured within NinjaCat. This allows you to combine NinjaTrack call tracking data with other data collected by Google Ads in different ways than if the data is coming from different sources. This article guides you through the setup in NinjaCat for how to add this feature to your tracking numbers. - [Send NinjaTrack Call Conversions to Google Analytics (Universal Analytics)](https://docs.ninjacat.io/docs/how-to-send-ninjatrack-call-conversions-to-google-analytics-universal-analytics.md): Bringing together data from different sources in the most effective way is the cornerstone of what we do. NinjaTrack includes a feature that sends a call event to Google Analytics. This allows you to combine NinjaTrack call tracking data with other data collected by Google Analytics in different ways than if the data is coming from different sources. This article guides you through the setup in NinjaCat for how to add this feature to your tracking numbers. - [Send NinjaTrack Call Events to Google Analytics 4 (GA4)](https://docs.ninjacat.io/docs/how-to-send-ninjatrack-call-events-to-google-analytics-4-ga4.md): Bringing together data from different sources in the most effective way is the cornerstone of what we do. NinjaTrack includes a feature that sends a call event to Google Analytics 4. This allows you to combine NinjaTrack call tracking data with other data collected by GA4 in different ways than if the data comes from different call tracking sources. This article guides you through the setup in NinjaCat for how to add this feature to your tracking numbers. - [Troubleshoot NinjaTrack Number Replacement](https://docs.ninjacat.io/docs/troubleshooting-number-replacement-with-ninjatrack.md): This article is meant for any users who have a website that is loading dynamically and the NinjaTrack script runs before the phone numbers to replace have fully loaded on the page. - [Local Tracking Number Availability Issues](https://docs.ninjacat.io/docs/there-are-no-numbers-available-for-my-clients-desired-area-code-what-next.md): Many area codes assigned to a numbering plan area (NPA) are becoming exhausted because of the growth of call tracking and increased demand for phone numbers for businesses, cellphones, fax machines, or pagers. When an area code becomes exhausted, this means that there are no longer any new phone numbers available to be assigned and an alternative overlay area code should be used instead when purchasing a call tracking number for that business. This article will guide you through finding a replacement area code when you encounter the error message at step 3 of buying a NinjaTrack number if there are no local numbers found for your destination number: - [Troubleshoot Common Dynamic Number Insertion (DNI) Issues](https://docs.ninjacat.io/docs/troubleshooting-common-dynamic-number-insertion-dni-issues.md): This article guides you through troubleshooting these issues to help determine what the problem might be. - [Test Phone Number Dynamic Number Insertion (DNI) Script Swapping](https://docs.ninjacat.io/docs/how-to-test-phone-number-swapping-with-the-ninjatrack-dynamic-number-insertion-dni-script.md): Now that you've got your tracking numbers purchased and the Dynamic Number Insertion (DNI) script placed on your client's website you want to see the magic of number replacement happen yourself! The NinjaTrack Dynamic Number Insertion Script is designed to replace phone numbers on your client's websites only when the website visitor comes through from a source that is being tracked. This article walks through a general process for how to test that your tracking script has been installed correctly and that number swapping is working. - [Change Your Password and Profile Options](https://docs.ninjacat.io/docs/how-to-change-your-password-and-profile-options.md): t's a good practice to update your password every 30–90 days to help keep your account secure.  NinjaCat offers you the ability to update your password when logged in to our platform. This article will walk you through the steps of how to change your password and also list profile options. - [Create and Customize User Roles](https://docs.ninjacat.io/docs/creating-and-customizing-user-roles.md): Some of the users at your Agency may only need access to just one, or a few, specific features of NinjaCat. To ensure that people only have the access you want them to have, NinjaCat allows you to create or customize User Roles containing specific sets of permissions. This article will walk you through creating and customizing a User Role, and how to add a User Role to a specific user. - [Add a New User](https://docs.ninjacat.io/docs/adding-a-new-user.md): When you identify someone who needs NinjaCat, you'll need to invite them to become a User of your Agency on our platform. Users are the people you'd like to allow access to NinjaCat. This article will guide you through inviting a new agency-level user, managing user invites, and some frequently asked questions about Users in NinjaCat. - [Reset a User Password](https://docs.ninjacat.io/docs/reseting-a-user-password.md): Now and again, you may be asked to reset a user's password.  Resetting a User's password (as opposed to a user changing their own password or a user resetting their own password) is an admin task that a NinjaCat admin user may have to perform. This guide will walk you through how to locate a user and reset their password. - [Reset Your Password](https://docs.ninjacat.io/docs/how-to-reset-your-password.md): With so many passwords to keep track of these days, it's easy for anyone to forget one now and then. To help you quickly regain access to your reports and dashboards, NinjaCat offers you the ability to reset your own password. This article will walk you through the steps to reset your own password in NinjaCat. - [Add a Dashboard User](https://docs.ninjacat.io/docs/adding-a-dashboard-user.md): After you've finished creating your beautiful dashboard, the next step is sharing that dashboard with your customer. NinjaCat offers two ways to give your customers access to their dashboards. This article contains step-by-step instructions on how to invite or add, a new dashboard user to NinjaCat. - [Manage a Customer's Dashboard Access](https://docs.ninjacat.io/docs/managing-a-customers-access-to-a-dashboard.md): From time to time your may need to reset the password of one of your dashboard users, temporarily suspend their access, or delete their user entirely. NinjaCat offers you ways to accomplish all of those things under the Account Settings. This article will guide you through how to reset a dashboard user's password, temporarily suspend a dashboard user's access, and delete a dashboard user. - [Give Client Access to Multiple Accounts](https://docs.ninjacat.io/docs/giving-a-client-access-to-multiple-accounts.md): Dashboard users added under the Account Settings in NinjaCat only have access to view that one account's data. But what if you want to give your customer access to view the dashboards of multiple accounts? Fortunately, NinjaCat has the ability for you to give that level of access to one of your customers. You'll just need to add them as a user under the Setup Settings specifically limiting their permissions before adding them. This guide will walk you through limiting your customer's access to NinjaCat with User Roles, adding your customer as a user, and assigning which accounts you want your customer to have access to. - [Multi-factor Authentication for Log Ins](https://docs.ninjacat.io/docs/multi-factor-authentication-for-log-ins.md): NinjaCat has stepped up its security for user log-ins. Multi-factor Authentication (MFA) is now available for agencies upon request. MFA provides superior security due to the requirement of a six-digit verification code provided by a mobile device app used in conjunction with your user login credentials. - [Separate User Pools By Domain](https://docs.ninjacat.io/docs/separate-user-pools-by-domain.md): When a user account is created in any agency across the entire NinjaCat platform that user is unique. Issues arise when you try to use a previously used email address to create a new user account. The email address used to create that user account cannot be used again to create a new user account system-wide. Under certain situations, it can be helpful to allow an agency to reuse an email address allocated to an existing user log in a separate agency. When this situation occurs, an agency can request to have a separate user pool created just for them. This allows a new user account to be created based on an email address that may be currently allocated to a user another agency. - [Restrict Template Access for Users](https://docs.ninjacat.io/docs/restrict-template-access-for-users.md) - [Things to Consider With an Exiting NinjaCat Expert](https://docs.ninjacat.io/docs/things-to-consider-if-you-have-a-ninjacat-expert-leaving-your-team.md): This article covers some of the items that we think are important to be aware of and investigate if you have a NinjaCat Expert who has left your team or is departing soon. Although this may not cover all of the intricacies of your specific NinjaCat instance, it does address the most common concerns and considerations that we see. The article is broken down into two categories; General Knowledge and NinjaCat Platform Specifics - [Initial Account Setup](https://docs.ninjacat.io/docs/initial-account-setup.md): An Account in NinjaCat is a profile representing an advertiser or business segment that you are collecting data for. NinjaCat offers a variety of fields under an Account that can be used in your data visualizations. This article will walk you through creating a new account and the definitions for the fields available during the initial account creation. - [Account Command Center](https://docs.ninjacat.io/docs/account-command-center.md): Once you've created accounts for your advertisers, how do you; monitor, manage data for, and keep up with the progress of those advertisers? NinjaCat's answer is the Account Command Center. The Account Command Center is the single area where you can edit all of your accounts' details. This article is a guide to what you will see in the Account Command Center. - [Add a NinjaCat Account Data Connection](https://docs.ninjacat.io/docs/how-to-add-a-single-data-connection-to-a-ninjacat-account.md): You may be managing the data source accounts for several of your clients under a single manager account. A NinjaCat Account records all the information you need to keep track of your clients. This includes connecting the data for that individual client from the main data source network. Follow these steps to connect the data for an individual account to that client's NinjaCat account. - [Add Multiple Instances of a Single Datasource](https://docs.ninjacat.io/docs/how-to-add-multiple-instances-of-a-single-datasource.md): There are many reasons that one of your clients may end up with multiple accounts from one data source provider like Google Ads, Google Analytics, or Facebook. NinjaCat created what we call "Mappings" in order to allow you to connect multiple instances of the same data source to one NinjaCat Client Account. "Mappings" allows you to name each of the instances coming in and keep them organized. Though, before you bring in those instances at the Account Level, you must have a Network created at the Agency Level. This article brings together information from articles on both creating Data Source Networks and Creating Standard Mappings in order to explain getting multiple instances. - [Customize a NinjaCat Account](https://docs.ninjacat.io/docs/customizing-a-ninjacat-account.md): Every one of your advertisers expects to benefit from the insight gained from their data visualization. There can be a laundry list of details that are exclusive to each Advertiser. The NinjaCat Account lets you keep track of all the details and customizations each Advertiser may need. This article will outline how to configure all the details under “Settings” in the NinjaCat Account. - [Set Up Campaign Groups](https://docs.ninjacat.io/docs/setting-up-campaign-groups.md): When you group your customer’s data for display, having an extra layer of flexibility is invaluable. Campaigns are a hallmark marketing strategy. Being able to quickly group and display data by campaigns is very powerful. Campaign Groups are filters that are built at the account level. They are customized based on campaign data and specific to each account. This article will take you through the steps to create a Campaign Group filter and how to use them in the template builder. - [Ninjacademy Video: Organize NinjaCat Accounts](https://docs.ninjacat.io/docs/ninjacademy-video-organizing-ninjacat-accounts.md) - [Create Account Groups](https://docs.ninjacat.io/docs/how-to-create-account-groups.md): Are you creating reports for a franchise business with multiple locations? If so, you may need to create reports from each location and roll-up reporting that shows results for different combinations of the business locations. Making a NinjaCat Account for each location of the franchise and organizing them into Account Groups makes your job so much easier. Account Groups in NinjaCat lets you add organization category fields to your accounts. By adding qualitative values to these fields you flexibly group your accounts in many different ways. The following will tell you how to create the category fields and qualitative values to group the accounts. - [Ninjacademy Video: Create a Roll-up Report](https://docs.ninjacat.io/docs/ninjacademy-video-how-to-create-a-roll-up-report.md) - [Ninjacademy Video: Create a Roll-up Dashboard](https://docs.ninjacat.io/docs/ninjacademy-video-how-to-create-a-roll-up-dashboard.md) - [Add a Native Data Source](https://docs.ninjacat.io/docs/getting-started-1.md): A Native Data Source connects NinjaCat to your full, unfiltered data from all of your major data providers. A Native Data Source is our highest-level data source connection.  After following a few quick steps, data from major data providers will be delivered to NinjaCat, ready to route to specific NinjaCat Accounts, use as Connectors for Data Cloud Datasets, or filter and visualize in a template. - [Update Data Source Tokens](https://docs.ninjacat.io/docs/updating-the-token-for-a-network-connection.md): When it comes to connecting to a Network, your credentials (login/password) act as the "keys" to gain access to the service providing the data. The token goes along with the credentials. It acts as a list of the different things you have access to from the service provider. There are times that this list needs to be updated to reflect changes to either the requirement of the service provider or to your access. When this happens you may need to revoke and request a new token. You can do this from within NinjaCat. Follow these steps to revoke and recreate the token for the Network. - [Add a Standard Mapping](https://docs.ninjacat.io/docs/adding-a-standard-mapping.md): When multiple Data Sources from the same Provider are linked to one Account, it’s important to stay aware of which source supplies which data. A "Standard Mapping", in NinjaCat terms, creates a unique identifier in the system for a particular instance of a Data Source. Creating a unique name for each Data Source allows us to manage many at a time and easily tell them apart when we are reporting on them. - [Data, NinjaCat, and You](https://docs.ninjacat.io/docs/data-ninjacat-and-you.md): All of our efforts go into accessing, aggregating, and delivering your data in the most helpful way we can. For this effort, we maintain an always growing number of direct connections to data source providers. Inside these direct connections, data is requested and delivered through APIs (Application Programming Interfaces) These APIs are created and managed by the data source developer and leveraged by us to gather your data from them. Not all APIs are created equal. While using NinjaCat you may be interacting with multiple data sources in a single template. Maybe even in a single widget! Pulling data from multiple APIs leads to inconsistent experiences in data display. In order to increase consistency across data source behavior and in data display, NinjaCat employs a data warehouse strategy across all of our data sources. - [NinjaCat Aggregate Dimensions and Metrics](https://docs.ninjacat.io/docs/aggregate-dimensions-and-metrics-in-ninjacat.md): NinjaCat Networks provide access to data that is organized into two large groups; Dimensions and Metrics. Dimensions are qualitative categories that divide data into groups. Metrics are tangible, quantitative data points that are counted. The Dimensions and Metrics delivered by NinjaCat are themselves divided into two groups; Aggregate Dimensions and Metrics and Data Source specific Dimensions and Metrics. Aggregate Dimensions and Metrics are provided by NinjaCat to allow single data widgets to bring together data from multiple data sources without always having to use complex custom calculations. This article outlines details of the Aggregate Dimensions and Metrics provided by NinjaCat. - [Unique Metrics](https://docs.ninjacat.io/docs/unique-metrics-ninjacat-and-you.md): Unique metrics in NinjaCat are a crucial component of accurate reporting and data interpretation. This article explains what unique metrics are, why they matter, how they function in NinjaCat, and best practices for using them effectively. - [How Historical Data Syncing Works in NinjaCat](https://docs.ninjacat.io/docs/how-historical-data-syncing-works-in-ninjacat.md): NinjaCat supports historical data syncing when data is actively required by the platform. Simply connecting a data source to an account makes data available, but it does **not** trigger a sync on its own. - [Provider Refresh & Retrieval Settings](https://docs.ninjacat.io/docs/provider-refresh-retrieval-settings.md): This page documents the nightly refresh and initial retrieval settings for each data provider in NinjaCat. - [Map Custom Google Analytics Dimensions and Metrics](https://docs.ninjacat.io/docs/mapping-a-google-analytics-custom-dimension-and-metric.md): Custom definitions add much more specific data gathering than included dimensions and metrics. NinjaCat provides methods for adding your custom definitions to your networks to collect custom data alongside the native data from Google Analytics. This article displays the steps for adding Google Analytics Custom Definitions. - [Add Facebook Custom Pixels](https://docs.ninjacat.io/docs/ninjacademy-video-adding-a-facebook-custom-pixel.md): This article explains how to enhance a standard mapping in NinjaCat to include data from a Facebook custom pixel. By following these steps, you can integrate Facebook pixel data into your reports for more comprehensive performance tracking. - [Pick the Right NinjaCat Smart Connector](https://docs.ninjacat.io/docs/understanding-what-makes-data-a-good-fit-for-a-ninjacat-smart-connector-how-to-pick-the-right-one.md): NinjaCat’s variety of Smart Connectors offer the flexibility of bringing data into the platform from providers we: - Do not have direct connections with - Do have direct connectors with, but the desired dimensions or metrics are not available In order to bring in this data with a smart connector, there are a few requirements that need to be met to make the data a good fit. This article will explore these base-level requirements. - [Setup Google Sheets](https://docs.ninjacat.io/docs/setting-up-google-sheets.md): There are so many sources of data that don't provide direct, software API connections. You are probably using at least one. If you've got data but are in need of a way to get it to NinjaCat we can help. If you can get your data into a Google Sheet we can read that sheet and make that data available for Reports and Dashboards. Sign in to your Google Drive through our data connector and the connector will only see the Sheets in the drive. Then you direct NinjaCat to the specific data you need to pull by using what we call a "Mapping". The following steps will lead you through this process. - [Google Sheets Performance & Best Practices](https://docs.ninjacat.io/docs/google-sheets-integration-details.md): Google Sheets is a Smart Connector that allows you to bring data into NinjaCat from sources that don't offer direct API integrations. This guide covers the requirements, best practices, and common issues when working with Google Sheets as a data source. - [Setup Email Custom Data](https://docs.ninjacat.io/docs/setting-up-the-email-custom-data-source.md): There are so many sources of data that don't provide direct, software API connections. You are probably using at least one. If you've got data but require a way to get it to NinjaCat we can help. If the data source provider you are using can export reports via email we can receive and read that email and make that data available for Reports and Dashboards. Send the exported report to the email provided by this custom network connection and the connector will read the data attached to the email. Then you direct NinjaCat to the specific data you need to pull by using what we call a "Mapping". The following steps will lead you through this process. - [Setup Zapier](https://docs.ninjacat.io/docs/how-to-add-a-zapier-network.md): With NinjaCat’s direct integration with Zapier, you can link your NinjaCat account directly with over 750 different applications. - [Setup URL Custom Data](https://docs.ninjacat.io/docs/setting-up-a-url-custom-data-connection.md): There are many data sources that don't provide direct, software API connections. You are probably using at least one. If you've got data but are in need of a way to get it to NinjaCat we can help. Some data sources provide reports via URL links. NinjaCat can pull the data from that URL source and make that data available for Reports and Dashboards. Connect the URL and fill in the details in the network settings. Then you direct NinjaCat to the specific data you need to pull by using what we call a "Mapping". The following steps will lead you through this process. - [Setup Amazon S3](https://docs.ninjacat.io/docs/setting-up-amazon-s3.md): There are so many sources of data that don't provide direct, software API connections. You are probably using at least one. If you've got data but are in need of a way to get it to NinjaCat we can help. If you can get your data into an Amazon Web Services (AWS) S3 bucket we can target your S3 bucket and make that data available for Reports and Dashboards. This article is a basic overview of the steps to set up and use an AWS S3 Bucket. - [Connecting Snowflake to NinjaCat: Direct vs. Share](https://docs.ninjacat.io/docs/setting-up-snowflake-secure-data-share.md): Choose between Snowflake Direct and Snowflake Share to bring your Snowflake data into NinjaCat. - [NinjaCat SnowPipe Process](https://docs.ninjacat.io/docs/ninjacat-snowpipe-process.md): This document will provide a summary of the resources and steps necessary to pass data to SnowFlake via S3.  S3 is the preferred method NinjaCat uses to load data directly to NinjaCat’s owned SnowFlake. This process will require Client-side administrators and NinjaCat-side administrators to access and create the required permissions/role details. Expect a back and forth email or chat exchange to accomplish this connection. - [Whitelisting NinjaCat IP Addresses for Smart Connectors](https://docs.ninjacat.io/docs/white-labling-ninjacat-ip-addresses-for-use-with-smart-connectors.md) - [Bulk Management Overview](https://docs.ninjacat.io/docs/bulk-management-overview.md): NinjaCat’s Bulk Management feature allows for managing various platform areas in bulk. There are times when only a few changes need to be made and managing that manually in the system one at a time works. However, there are times when many changes need to be made and can become time-consuming for the user to manage.... this is where Bulk Management comes in! First, this feature must be enabled for your NinjaCat environment by your Customer Success Manager and a review should take place over Zoom ahead of your first time utilizing the feature. Any user who holds the “System Admin” role will have access to the Bulk Management section under Settings after the feature has been enabled for you. This article should be used to help guide you through the bulk management process for any currently supported areas of the platform. Under the "Edit Template CSV" section below, you will be urged to select another article link that will give you more details on how to update the template CSV specific to that particular area. - [Bulk Management Accounts & Settings](https://docs.ninjacat.io/docs/bulk-management-accounts-settings.md): This article outlines the details specific to updating the Accounts and Account Settings information table CSV. - [Bulk Management Datasource Connections](https://docs.ninjacat.io/docs/bulk-management-datasource-connections.md): This article outlines the details specific to updating the Data Source Connections table CSV. - [Bulk Management Report Profiles](https://docs.ninjacat.io/docs/bulk-management-report-profiles.md): This article outlines the details specific to updating the Report Profiles table CSV. - [Bulk Management Best Practices](https://docs.ninjacat.io/docs/bulk-management-best-practices.md): This is an ever-changing document to list out best practices and helpful tips when using Bulk Management. Refer to the User Manual for an overview and instructions on how to use it, but refer to this document as well to review learnings and best practices. As the team learns more from our users, we will continue to update this page. - [Bulk Management Global Filters](https://docs.ninjacat.io/docs/bulk-management-global-filters.md): Bulk Management for Global Filters allows you to create, update, and delete Global Filters at scale through CSV import/export. This is particularly useful when you need to provision multiple filters across advertisers or update configurations in bulk. - [Bulk Management: Global Metrics](https://docs.ninjacat.io/docs/bulk-management-global-metrics.md): Bulk Management for Global Metrics allows you to create, update, and delete Global Metrics at scale through CSV import/export. This feature streamlines the process of provisioning custom metrics across multiple advertisers and managing metric configurations in bulk. - [Setup Organization Defaults](https://docs.ninjacat.io/docs/setting-agency-defaults.md): You will want some visible aspects of your data that are specific to a location to be dialed in. Location-based variables like how dates, numbers, and currency look may also be things that are more similar than different across your NinjaCat Advertiser Accounts. The Defaults tab under Agency Settings not only sets these preferences for your agency but also acts as a common starting point for every NinjaCat Advertiser Account you create after these preferences are saved. This article explains what preferences can be established and how to access them. - [Setup Organization Default Currency Metric Margins](https://docs.ninjacat.io/docs/setting-agency-default-margins-for-currency-metrics.md): When you want to display cost numbers in your report with your agency operating costs included, setting up margins in NinjaCat will allow this. Margins in NinjaCat allow you to increase the displayed cost (or spend) based metrics in your reports and dashboards. This article explains the steps of setting up margins at the Agency Level. After reading you will know how to add a margin by percentage to a particular data source and input the start date for the margin. - [White Label Options](https://docs.ninjacat.io/docs/white-label-options.md): White Labeling lets you customize NinjaCat to reflect your brand's visual identity. Through Organization Settings, you can upload custom images, set color palettes, and personalize outgoing emails. This article explains how to modify these elements to showcase your brand. - [Premium White Label Options](https://docs.ninjacat.io/docs/premium-white-label-options.md): Premium White Labeling allows you to further customize the look and feel of your NinjaCat platform. These options extend beyond the standard interface and require assistance from your NinjaCat Customer Success Manager to implement. Below are the four customizable aspects of the platform and their configuration details. - [Custom CSS Dashboard Branding](https://docs.ninjacat.io/docs/custom-css-dashboard-branding.md): Custom CSS allows you to tailor the look and feel of your NinjaCat dashboards. This ensures they align with your brand’s colors, and design elements. This enhances visual consistency, making them more professional and engaging for stakeholders. This guide will list the editable elements of the NinjaCat dashboard. - [Track NinjaCat Dashboard Activity](https://docs.ninjacat.io/docs/tracking-ninjacat-dashboard-activity.md): A Google Analytics 4 tracking tag can now be added to NinjaCat dashboards to monitor performance. This feature allows you to see who accessed the dashboard, how long they stayed, and measure the effectiveness of your reporting. - [Customize Email Templates](https://docs.ninjacat.io/docs/customize-email-templates.md): You and your agency will want consistent messaging no matter what mechanism is sending messages on your behalf. NinjaCat sends email messages to your team members and clients for different reasons. HTML email templates for these messages are viewable and editable from within the setup settings. This article will explain the capabilities of editable HTML email templates. - [Ninjacademy Video: Establish Organization Default Email Templates](https://docs.ninjacat.io/docs/ninjacademy-video-establishing-the-agency-default-email-templates.md) - [Ninjacademy Video: Email Delivery Whitelabel Options](https://docs.ninjacat.io/docs/ninjacademy-video-whitelabel-options-for-email-delivery.md) - [Lost Connections Email Alerts](https://docs.ninjacat.io/docs/lost-connections-email-alerts.md): When a user grants NinjaCat access to their provider, such as Google Ads, Facebook, etc, they are typically granting us access to a long list of accounts within that overarching network. The provider connections can become invalid for several reasons that are outside of NinjaCat's control. This article outlines the function of the feature that alerts you to invalid connections. - [NinjaCat Inbound Data](https://docs.ninjacat.io/docs/ninjacat-inbound-data.md): In order to use NinjaCat’s API integration, you need to set up a custom integration and get the unique API Key. Currently, the API integration setup is shared with the Zapier integration so to set up the custom integration you first need to set up a Zapier Network in Ninjacat. This article leads you through the steps and lists the details for the setup and use of the NinjaCat Inbound API. - [NinjaCat Organization Management Open API](https://docs.ninjacat.io/docs/ninjacat-agency-management-open-api-beta.md): The purpose of the NinjaCat Agency Management Open API is to allow developers to interact with their NinjaCat Agency’s data through direct API access and not through the normal user interface. This is achieved through a request-and-response interchange between applications. A sample use case would be if an agency needs to quickly create a large number of users to their agency, instead of going through the UI to invite users one by one, a mass add can easily be done with this API. This article provides a brief summary of the API's features. - [Control Access to NinjaCat with the Organization Management API](https://docs.ninjacat.io/docs/using-the-agency-management-api-to-control-access-to-the-ninjacat-platform.md): This article contains more detailed information on the different features of the NinjaCat Agency Management Open API. The two documents attached at the bottom of the article are visual supplements illustrating the event flow of the SSO (Single Sign-On) features. - [Agency NinjaTrack Hub Page](https://docs.ninjacat.io/docs/the-agency-ninjatrack-hub-page.md): Once you've purchased call tracking numbers and started using them for multiple accounts, how do you; monitor, manage data for, and keep up with the progress of that call tracking all from one place? NinjaCat's answer is the Agency NinjaTrack Hub Page. The Agency NinjaTrack Hub Page is a single area where you can view and edit details for call tracking numbers across accounts. This article is a guide to what you will see in the Agency NinjaTrack Hub Page. - [NinjaTrack Agency Settings](https://docs.ninjacat.io/docs/ninjatrack-agency-settings.md): Setting up a call-tracking solution like NinjaTrack involves making lots of decisions. Configuring general settings at a global level for your entire agency, then making specific adjustments on an account-by-account basis is really helpful. There are settings for NinjaTrack housed in NinjaCat's setup settings, or what we call the "agency level". This article guides you through all of the options that are available to be set at the agency level. - [NinjaTrack Billing](https://docs.ninjacat.io/docs/ninjatrack-billing.md): NinjaTrack makes your job easier by being NinjaCat’s in-house call-tracking solution. It allows the seamless set up, purchase of tracking numbers, configuration of sources, and integration of data into NinjaCat Reports. Because of the specific configuration of call tracking billing NinjaTrack’s Billing Info is kept separate from your overall NinjaCat Access Billing. This article will explain how to access and what information is available via the NinjaTrack Billing page. - [Update / Track Your Billing Information](https://docs.ninjacat.io/docs/updating-and-tracking-your-billing-information.md): When you need to get your NinjaCat billing info it should be easy. The following will explain how to access the billing info for your agency. The Billing button in the main navigation opens the Maxio billing portal in a new tab. - [Ninjacademy Video: Global Library Features](https://docs.ninjacat.io/docs/ninjacademy-video-global-library-features-overview.md) - [Create a Global Filter](https://docs.ninjacat.io/docs/how-to-create-a-global-filter.md): Your greatest efficiency comes from having scalable and flexible report templates. Library Filters are data filters that are created and live outside of templates. They can be brought into a template from a universal list. The Filters' values are also customizable on an account-by-account basis allowing you the flexibility of using one template for multiple accounts even if those accounts filter a given data source using different values. This article explains how to create Library Filters at the agency setup level, how to customize the Filters at the account level, and how to insert the Filters into a template. - [Create a Global Metric](https://docs.ninjacat.io/docs/how-to-create-a-global-metric.md): Your custom metric calculations should make your templates more scalable instead of more restrictive. Global Library Metrics are custom calculations that live outside of the templates. They can be brought into a template from a universal list. The way metrics are calculated is also customizable on an account-by-account basis allowing you the flexibility of using one template for multiple accounts even if those accounts calculate a given metric differently. This article explains how to create Library Metrics at the agency setup level, how to customize the Metrics at the account level, and how to insert the Metrics into a template. - [Ninjacademy Video: Currency Conversion](https://docs.ninjacat.io/docs/ninjacademy-video-currency-conversion-overview.md) - [Ninjacademy Video: Set Input Currency](https://docs.ninjacat.io/docs/ninjacademy-video-setting-the-input-currency.md) - [Ninjacademy Video: Convert Currency in NinjaCat](https://docs.ninjacat.io/docs/ninjacademy-video-converting-currency-in-ninjacat.md) - [What Happens When You Deactivate a User](https://docs.ninjacat.io/docs/what-happens-when-you-deactivate-a-user.md) - [NinjaCat Integrations Guide](https://docs.ninjacat.io/docs/integrations-guide.md) - [Act-On](https://docs.ninjacat.io/docs/act-on.md) - [Act-On Fields](https://docs.ninjacat.io/docs/act-on-fields.md) - [Adobe Analytics](https://docs.ninjacat.io/docs/adobe-analytics.md) - [Adobe Analytics Fields](https://docs.ninjacat.io/docs/adobe-analytics-fields.md) - [Adobe Tube Mogul](https://docs.ninjacat.io/docs/adobe-tube-mogul.md) - [Adobe Tube Mogul Fields](https://docs.ninjacat.io/docs/adobe-tube-mogul-fields.md) - [AdRoll](https://docs.ninjacat.io/docs/adroll.md) - [AdRoll Fields](https://docs.ninjacat.io/docs/adroll-fields.md) - [Advice Local](https://docs.ninjacat.io/docs/advice-local.md) - [Advice Local Fields](https://docs.ninjacat.io/docs/advice-local-fields.md) - [Agorapulse](https://docs.ninjacat.io/docs/agorapulse.md): Agorapulse is a social media management platform. This article will take you through the steps of connecting to your Agorapulse account. - [Agorapulse Fields](https://docs.ninjacat.io/docs/agorapulse-fields.md) - [Amazon Ads](https://docs.ninjacat.io/docs/amazon-ads.md) - [Amazon Ads Fields](https://docs.ninjacat.io/docs/amazon-ads-fields.md) - [Amazon DSP](https://docs.ninjacat.io/docs/amazon-dsp.md) - [Amazon DSP Fields](https://docs.ninjacat.io/docs/amazon-dsp-fields.md) - [Amazon MWS](https://docs.ninjacat.io/docs/amazon-mws.md) - [Amazon MWS Fields](https://docs.ninjacat.io/docs/amazon-mws-fields.md) - [Amazon S3](https://docs.ninjacat.io/docs/amazon-s3.md) - [Amazon S3 Fields](https://docs.ninjacat.io/docs/amazon-s3-fields.md) - [ApexChat](https://docs.ninjacat.io/docs/apexchat.md) - [ApexChat Fields](https://docs.ninjacat.io/docs/apexchat-fields.md) - [Apple Search Ads](https://docs.ninjacat.io/docs/apple-search-ads.md) - [Apple Search Ads Fields](https://docs.ninjacat.io/docs/apple-search-ads-fields.md) - [AppNexus](https://docs.ninjacat.io/docs/appnexus.md): AppNexus(Xandr) - [AppNexus Fields](https://docs.ninjacat.io/docs/appnexus-fields.md) - [Basis DSP](https://docs.ninjacat.io/docs/basis-dsp.md) - [Basis DSP Fields](https://docs.ninjacat.io/docs/basis-dsp-fields.md) - [Basis Platform](https://docs.ninjacat.io/docs/basis-platform.md): Basis Platform (previously Centro Basis) - [Basis Platform Fields](https://docs.ninjacat.io/docs/basis-platform-fields.md) - [BigQuery](https://docs.ninjacat.io/docs/big-query.md) - [Big Query Fields](https://docs.ninjacat.io/docs/big-query-fields.md) - [Bing Ads](https://docs.ninjacat.io/docs/bing-ads.md) - [Bing Ads Fields](https://docs.ninjacat.io/docs/bing-ads-fields.md): https://learn.microsoft.com/en-us/advertising/campaign-management-service/budget?view=bingads-13&tabs=xml - [Bing Webmaster](https://docs.ninjacat.io/docs/bing-webmaster.md) - [Bing Webmaster Fields](https://docs.ninjacat.io/docs/bing-webmaster-fields.md) - [BirdEye](https://docs.ninjacat.io/docs/birdeye.md) - [BirdEye Fields](https://docs.ninjacat.io/docs/birdeye-fields.md) - [Brightroll Fields](https://docs.ninjacat.io/docs/brightroll-fields.md) - [Call Tracking Fields](https://docs.ninjacat.io/docs/call-tracking-fields.md) - [CallCap](https://docs.ninjacat.io/docs/callcap.md): NinjaCat directly integrates with many third-party Call Tracking platforms. These network connections allow you to include their call-tracking data in your client reports and dashboards created in NinjaCat. This article will cover step-by-step instructions on how to add the desired Call Tracking integration to your agency and accounts. - [CallRail](https://docs.ninjacat.io/docs/callrail.md): NinjaCat directly integrates with many third-party Call Tracking platforms. These network connections allow you to include their call-tracking data in your client reports and dashboards created in NinjaCat. This article will cover step-by-step instructions on how to add the CallRail V2 integration to your agency and accounts. This integration is different from our standard call tracking integrations in that in the NinjaCat Template Builder you would select this integration, specifically, by name and not the general "Call Tracking" choice. - [CallRail Fields](https://docs.ninjacat.io/docs/callrail-fields.md) - [CallSource](https://docs.ninjacat.io/docs/callsource.md) - [CallTrackingMetrics](https://docs.ninjacat.io/docs/calltrackingmetrics.md): NinjaCat directly integrates with many third-party Call Tracking platforms. These network connections allow you to include their call-tracking data in your client reports and dashboards created in NinjaCat. This article will cover step-by-step instructions on how to add the CallTrackingMetrics V2 integration to your agency and accounts. This integration is different from our standard call tracking integrations in that in the NinjaCat Template Builder you would select this integration, specifically, by name and not the general "Call Tracking" choice. - [CallTrackingMetrics Fields](https://docs.ninjacat.io/docs/calltrackingmetrics-fields.md) - [Century Interactive](https://docs.ninjacat.io/docs/century-interactive.md) - [Change History Fields](https://docs.ninjacat.io/docs/change-history-fields.md) - [Choozle](https://docs.ninjacat.io/docs/choozle.md) - [Choozle Fields](https://docs.ninjacat.io/docs/choozle-fields.md) - [Clickhouse Fields](https://docs.ninjacat.io/docs/clickhouse-fields.md) - [comScore Live Data Fields](https://docs.ninjacat.io/docs/comscore-live-data-fields.md) - [Constant Contact](https://docs.ninjacat.io/docs/constant-contact.md) - [Constant Contact Fields](https://docs.ninjacat.io/docs/constant-contact-fields.md) - [Criteo](https://docs.ninjacat.io/docs/criteo.md) - [Criteo Fields](https://docs.ninjacat.io/docs/criteo-fields.md) - [Custom Data Fields](https://docs.ninjacat.io/docs/custom-data-fields.md) - [Custom FTP](https://docs.ninjacat.io/docs/custom-ftp.md) - [Custom FTP Fields](https://docs.ninjacat.io/docs/custom-ftp-fields.md) - [Custom SQL Fields](https://docs.ninjacat.io/docs/custom-sql-fields.md) - [Custom URL Fields](https://docs.ninjacat.io/docs/custom-url-fields.md) - [Datasets Fields](https://docs.ninjacat.io/docs/datasets-fields.md) - [DialogTech(Ifbyphone)](https://docs.ninjacat.io/docs/dialogtechifbyphone.md): Ifbyphone is a call analytics and automation solution platform. Ifbyphone enables transparency and control over every conversation, so companies can optimize lead generation, and acquire new business. This article will lead you through the steps to create a new Ifbyphone Network connection, connect the network to your advertiser accounts, and lists a few details about how Ifbyphone works inside of NinjaCat. - [Facebook (Ads)](https://docs.ninjacat.io/docs/facebook.md) - [Facebook Fields](https://docs.ninjacat.io/docs/facebook-fields.md): https://developers.facebook.com/docs/marketing-api/bidding/overview/budgets/ - [Facebook Insights](https://docs.ninjacat.io/docs/facebook-insights.md) - [Facebook Insights Fields](https://docs.ninjacat.io/docs/facebook-insights-fields.md) - [Facebook Insights Reports](https://docs.ninjacat.io/docs/facebook-insights-reports.md) - [Google Ad Manager Fields](https://docs.ninjacat.io/docs/google-ad-manager-fields.md) - [Google Ad Manager: Creative Preview](https://docs.ninjacat.io/docs/google-ad-manager-creative-preview.md) - [Google Ads](https://docs.ninjacat.io/docs/google-ads.md) - [Google Ads Fields](https://docs.ninjacat.io/docs/google-ads-fields.md) - [Google Analytics 4](https://docs.ninjacat.io/docs/google-analytics-4.md): NinjaCat provides a native connection to Google Analytics 4. This article will lead you through the steps to create a new Google Analytics Data Source connection. It also contains documentation covering operating details for the current GA4 platform and the legacy Universal Analytics platform for those who may have saved legacy with NinjaCat’s Data Cloud. - [Google Analytics 4 Fields](https://docs.ninjacat.io/docs/google-analytics-4-fields.md) - [Google Business Profile](https://docs.ninjacat.io/docs/google-business-profile.md): Google Business Profile (formerly Google My Business) - [Google Business Profile Fields](https://docs.ninjacat.io/docs/google-business-profile-fields.md) - [Google Display & Video 360 Fields](https://docs.ninjacat.io/docs/google-display-video-360-fields.md) - [Google Search Ads 360 Fields](https://docs.ninjacat.io/docs/google-search-ads-360-fields.md) - [Google Search Ads 360 (Beta) Fields](https://docs.ninjacat.io/docs/google-search-ads-360-beta-fields.md) - [Google Sheets Fields](https://docs.ninjacat.io/docs/google-sheets-fields.md) - [Grade Us](https://docs.ninjacat.io/docs/grade-us.md) - [Grade Us Fields](https://docs.ninjacat.io/docs/grade-us-fields.md) - [HubSpot](https://docs.ninjacat.io/docs/hubspot.md) - [HubSpot Fields](https://docs.ninjacat.io/docs/hubspot-fields.md) - [Impact Radius](https://docs.ninjacat.io/docs/impact-radius.md) - [Impact Radius Fields](https://docs.ninjacat.io/docs/impact-radius-fields.md) - [Infinity](https://docs.ninjacat.io/docs/infinity.md) - [Instagram Business Profile Fields](https://docs.ninjacat.io/docs/instagram-business-profile-fields.md) - [Invoca](https://docs.ninjacat.io/docs/invoca.md) - [Koddi](https://docs.ninjacat.io/docs/koddi.md) - [Koddi Fields](https://docs.ninjacat.io/docs/koddi-fields.md) - [LinkedIn](https://docs.ninjacat.io/docs/linkedin.md) - [LinkedIn Fields](https://docs.ninjacat.io/docs/linkedin-fields.md) - [LinkedIn Organizations Fields](https://docs.ninjacat.io/docs/linkedin-organizations-fields.md) - [Listrak](https://docs.ninjacat.io/docs/listrak.md) - [Listrak Fields](https://docs.ninjacat.io/docs/listrak-fields.md) - [MailChimp](https://docs.ninjacat.io/docs/mailchimp.md) - [MailChimp Fields](https://docs.ninjacat.io/docs/mailchimp-fields.md) - [Marchex](https://docs.ninjacat.io/docs/marchex-marketing-age.md) - [Marchex Edge](https://docs.ninjacat.io/docs/marchex-edge.md) - [Marchex Edge Fields](https://docs.ninjacat.io/docs/marchex-edge-fields.md) - [Matchcraft](https://docs.ninjacat.io/docs/matchcraft.md) - [Media Math](https://docs.ninjacat.io/docs/media-math.md) - [Media Math Fields](https://docs.ninjacat.io/docs/media-math-fields.md) - [MNTN](https://docs.ninjacat.io/docs/mntn.md) - [MNTN Fields](https://docs.ninjacat.io/docs/mntn-fields.md) - [Monday Fields](https://docs.ninjacat.io/docs/monday-fields.md) - [Nativo Fields](https://docs.ninjacat.io/docs/nativo-fields.md) - [Perfect Audience](https://docs.ninjacat.io/docs/perfect-audience.md) - [Perfect Audience Fields](https://docs.ninjacat.io/docs/perfect-audience-fields.md) - [Pinterest](https://docs.ninjacat.io/docs/pinterest.md) - [Pinterest Ads Fields](https://docs.ninjacat.io/docs/pinterest-ads-fields.md) - [Pinterest Organic Fields](https://docs.ninjacat.io/docs/pinterest-organic-fields.md) - [Reach Local Fields](https://docs.ninjacat.io/docs/reach-local-fields.md) - [Reach Local V2 Fields](https://docs.ninjacat.io/docs/reach-local-v2-fields.md) - [Reddit Ads](https://docs.ninjacat.io/docs/reddit-ads.md) - [Reddit Ads Fields](https://docs.ninjacat.io/docs/reddit-ads-fields.md) - [Review Push](https://docs.ninjacat.io/docs/review-push.md) - [Review Push Fields](https://docs.ninjacat.io/docs/review-push-fields.md) - [SalesForce Fields](https://docs.ninjacat.io/docs/salesforce-fields.md) - [Search Console](https://docs.ninjacat.io/docs/search-console.md) - [Search Console Fields](https://docs.ninjacat.io/docs/search-console-fields.md) - [Semrush](https://docs.ninjacat.io/docs/semrush.md) - [Semrush Fields](https://docs.ninjacat.io/docs/semrush-fields.md) - [Managing SEMRush API Usage in NinjaCat](https://docs.ninjacat.io/docs/managing-semrush-api-usage-in-ninjacat.md) - [Simpli.fi](https://docs.ninjacat.io/docs/simplifi.md) - [Simpli.fi Fields](https://docs.ninjacat.io/docs/simplifi-fields.md) - [Site Impact Fields](https://docs.ninjacat.io/docs/site-impact-fields.md) - [Sizmek Fields](https://docs.ninjacat.io/docs/sizmek-fields.md) - [Snapchat](https://docs.ninjacat.io/docs/snapchat.md) - [Snapchat Fields](https://docs.ninjacat.io/docs/snapchat-fields.md) - [Snowflake Share Fields](https://docs.ninjacat.io/docs/snowflake-share-fields.md) - [Spotify](https://docs.ninjacat.io/docs/spotify.md): By integrating with Spotify Ads API, advertisers or third-party platforms can build, manage, and report on Ad Studio campaigns. This article will lead you through the steps to create a new Spotify Network connection and connect the network to your advertiser accounts. - [Spotify Fields](https://docs.ninjacat.io/docs/spotify-fields.md) - [StackAdapt](https://docs.ninjacat.io/docs/stackadapt.md) - [StackAdapt Fields](https://docs.ninjacat.io/docs/stackadapt-fields.md) - [SteelHouse Fields](https://docs.ninjacat.io/docs/steelhouse-fields.md) - [Talroo](https://docs.ninjacat.io/docs/talroo.md): Talroo is a network that helps employers get in front of qualified, productive, and active jobseeker using its human resources platform. This article will lead you through the steps to create a new Talroo Network connection, connect the network to your advertiser accounts, and lists a few details about how Talroo works inside of NinjaCat. - [Talroo Fields](https://docs.ninjacat.io/docs/talroo-fields.md) - [Telmetrics](https://docs.ninjacat.io/docs/telmetrics.md) - [Telmetrics Fields](https://docs.ninjacat.io/docs/telmetrics-fields.md) - [The TradeDesk Fields](https://docs.ninjacat.io/docs/the-tradedesk-fields.md) - [The TradeDesk MyReports Fields](https://docs.ninjacat.io/docs/the-tradedesk-myreports-fields.md) - [The TradeDesk MyReports BW Fields](https://docs.ninjacat.io/docs/the-tradedesk-myreports-bw-fields.md) - [The TradeDesk MyReports V3](https://docs.ninjacat.io/docs/the-tradedesk-myreports-v3.md): The Trade Desk is a demand-side platform that facilitates the placement of ads strategically and intelligently. NinjaCat's connection with this powerful platform is continuously evolving. This article outlines the details of the latest version of our integration with The Trade Desk. - [The TradeDesk MyReports V3 Fields](https://docs.ninjacat.io/docs/the-tradedesk-myreports-v3-fields.md) - [Thinknear Fields](https://docs.ninjacat.io/docs/thinknear-fields.md) - [TikTok](https://docs.ninjacat.io/docs/tiktok.md) - [TikTok Fields](https://docs.ninjacat.io/docs/tiktok-fields.md) - [Twitter Ads](https://docs.ninjacat.io/docs/twitter-ads.md) - [Twitter Ads Fields](https://docs.ninjacat.io/docs/twitter-ads-fields.md) - [Uberall Fields](https://docs.ninjacat.io/docs/uberall-fields.md) - [Unbounce](https://docs.ninjacat.io/docs/unbounce.md) - [Unbounce Fields](https://docs.ninjacat.io/docs/unbounce-fields.md) - [Vendasta Reputation](https://docs.ninjacat.io/docs/vendasta-reputation.md) - [Vendasta Reputation Fields](https://docs.ninjacat.io/docs/vendasta-reputation-fields.md) - [Vertica Fields](https://docs.ninjacat.io/docs/vertica-fields.md) - [Waze Fields](https://docs.ninjacat.io/docs/waze-fields.md) - [WhatConverts](https://docs.ninjacat.io/docs/whatconverts.md): What Converts is a lead managing tool for marketers and business owners that captures and measures marketing effectiveness through calls, forms, and chats. NinjaCat specifically offers call tracking reporting from What Converts. This article will lead you through the steps to create a new What Converts connection, connect the network to your advertiser accounts, and lists a few details about how What Converts works inside of NinjaCat. - [WhatConverts Fields](https://docs.ninjacat.io/docs/whatconverts-fields.md) - [WorthAuto Fields](https://docs.ninjacat.io/docs/worthauto-fields.md) - [Yahoo Gemini](https://docs.ninjacat.io/docs/yahoo-gemini.md): Yahoo Gemini (now known as Verizon Media Native, formerly known as Yahoo! Advertising, and Yahoo! Search Marketing) is a keyword-based "Pay per click" or "Sponsored search" Internet advertising service provided by Yahoo. NinjaCat makes it easy to pull in your Yahoo Gemini Ads result data. This article will take you through the steps of connecting to your Yahoo Gemini Ads account. - [Yahoo Gemini Fields](https://docs.ninjacat.io/docs/yahoo-gemini-fields.md) - [Yext](https://docs.ninjacat.io/docs/yext.md): Yext is a data management tool that is designed to keep track of your business' location-related information on multiple directories. This article will take you through the steps of connecting to your Text account. - [Yext Fields](https://docs.ninjacat.io/docs/yext-fields.md) - [Youtube Fields](https://docs.ninjacat.io/docs/youtube-fields.md) - [GA4 Custom Channel Grouping Override](https://docs.ninjacat.io/docs/ga4-custom-channel-grouping-override.md) - [NinjaCademy](https://docs.ninjacat.io/docs/ninjacademy-1.md): NinjaCademy is our self-guided learning and certification platform, designed to help you master NinjaCat and become self-sufficient at your own pace. - [NinjaCat Platform Direct Identifiers (System IDs)](https://docs.ninjacat.io/docs/ninjacat-platform-direct-identifiers-system-ids.md): On the backend of the NinjaCat Platform, every defined object (e.g. Agency, Datasource Network, Account, Advertiser Datasource), has a numeric system identifier or “ID”. There are different reasons that NinjaCat team members or clients may want to know and use these numeric IDs. This article provides steps to find each of these IDs in the system. - [NinjaCat Technical Support Bot Updates - December 2024](https://docs.ninjacat.io/docs/ninjacat-technical-support-bot-updates-december-2024.md): As of December 26th, 2024, all NinjaCat customers will have access to an updated technical support bot that can help users get the answers they need to any technical questions regarding the NinjaCat platform. - [Training Video Library](https://docs.ninjacat.io/docs/training-video-library.md) - [Subscribe to Release Updates](https://docs.ninjacat.io/docs/subscribe-to-release-updates.md): Subscribing to the NinjaCat Release Notes RSS feed ensures you receive updates on new features and improvements as they are published. This guide provides steps to subscribe using Feedly and Slack so you can stay informed efficiently. - [Incident: June 22 – July 3](https://docs.ninjacat.io/docs/incident-report-jun-22-jul-3.md) - [Incident: March 17](https://docs.ninjacat.io/docs/incident-report-mar-17.md): Data request processing was interrupted due to a deployment-related issue - [Incident: Jan 15 / Jan 18](https://docs.ninjacat.io/docs/incident-report-jan-15-jan-18.md): External Data Requests were delayed in the processing system - [2025](https://docs.ninjacat.io/docs/2025.md) - [2024 Archive](https://docs.ninjacat.io/docs/2024-ninjacat-release-notes.md) - [2023 Archive](https://docs.ninjacat.io/docs/2023.md) - [Legal & Policy, Compliance, And Security Docs](https://docs.ninjacat.io/docs/legal-and-policy-compliance-and-security-docs.md): The links below cover details related to NinjaCat's Legal & Policy, Compliance, and Security Docs. - [2026 Release Notes](https://docs.ninjacat.io/docs/2026-ninjacat-release-notes.md) - [Troubleshooting Google Campaign Manager 360 connections](https://docs.ninjacat.io/docs/google-campaign-manager-360-troubleshooting.md) - [Performance Max in Google Ads Datasets: What's Supported](https://docs.ninjacat.io/docs/performance-max-in-google-ads-datasets.md) - [Why am I seeing "(not set)" in my GA4 reports?](https://docs.ninjacat.io/docs/ga4-not-set-value.md) - [Troubleshooting Zero Values in Reports and Dashboards](https://docs.ninjacat.io/docs/troubleshooting-zero-values-reports-dashboards.md): Seeing zero values in your reports or dashboards even though your data exists? This is the most common configuration issue in NinjaCat — and it's almost always fixable in under 10 minutes. This guide walks you through the exact steps to diagnose and resolve zero-value problems. - [Troubleshooting Google Sheets Integration Issues](https://docs.ninjacat.io/docs/troubleshooting-google-sheets-integration.md): Google Sheets is a popular Smart Connector in NinjaCat, but integration issues can occur due to formatting, permissions, or sync configuration. This guide provides quick fixes for the most common Google Sheets problems. > 📘 - [Troubleshooting: Meta / Facebook "Token Has Been Revoked" Connection Error](https://docs.ninjacat.io/docs/troubleshooting-meta-facebook-token-revoked.md) - [What Happens to Advertiser Data When an Advertiser is Deleted](https://docs.ninjacat.io/docs/advertiser-deactivation-deletion-data-behavior.md) - [Understanding GA4 Data in NinjaCat: Why Numbers May Look Different](https://docs.ninjacat.io/docs/troubleshooting-ga4-data-discrepancies.md) - [Troubleshooting: Scheduled Reports Not Arriving](https://docs.ninjacat.io/docs/troubleshooting-scheduled-reports-not-arriving.md) - [Why is my report stuck on "Getting Data"?](https://docs.ninjacat.io/docs/report-stuck-on-getting-data.md) - [Template Builder Troubleshooting: Common Issues](https://docs.ninjacat.io/docs/template-builder-troubleshooting-common-issues.md) - [Troubleshooting: Global Filter Not Appearing in a Widget's Filter Library](https://docs.ninjacat.io/docs/troubleshooting-global-filter-not-appearing-widget-filter-library.md) ## Pages - [Integrations](https://docs.ninjacat.io/page/integrations.md) ## Changelog - [Management Open API: list/get datasets and attach/detach credentials](https://docs.ninjacat.io/changelog/management-open-api-listget-datasets-and-attachdetach-credentials.md) - [LinkedIn DSC Name + Multi-Pivot Dimension Dataset Streams](https://docs.ninjacat.io/changelog/linkedin-dsc-name-multi-pivot-dimension-dataset-streams.md) - [LinkedIn & LinkedIn Organization: Upgraded to API Version 202608](https://docs.ninjacat.io/changelog/linkedin-linkedin-organization-upgraded-to-api-version-202608.md) - [mAGI Granular User-Level Agent Permissions](https://docs.ninjacat.io/changelog/magi-granular-user-level-agent-permissions.md) - [@-mention of Account-Level Agent Knowledge in App Studio](https://docs.ninjacat.io/changelog/-mention-of-account-level-agent-knowledge-in-app-studio.md) - [New models added to Agent Builder](https://docs.ninjacat.io/changelog/new-models-added-to-agent-builder.md) - [EPP v3 Connectors in the Agent Builder — Google Ads, LinkedIn Ads, Microsoft Advertising (Bing), Meta Ads](https://docs.ninjacat.io/changelog/epp-v3-connectors-in-the-agent-builder-google-ads-linkedin-ads-microsoft-advertising-bing-meta-ads.md) - [Facebook click-to-call phone-call metrics (Calls Placed & 60s Calls Placed)](https://docs.ninjacat.io/changelog/facebook-click-to-call-phone-call-metrics-calls-placed-60s-calls-placed.md) - [Template Builder — fail fast with a clear message for slow External Proxy reports](https://docs.ninjacat.io/changelog/template-builder-fail-fast-with-a-clear-message-for-slow-external-proxy-reports.md) - [MediaMath Reporting API V2 Upgrade](https://docs.ninjacat.io/changelog/mediamath-reporting-api-v2-upgrade.md)