Reporting

Introduction

The Dashboard contains lots of reporting functionality. This article provides an overview to give you a basic understanding.

Pre-defined reports such as Performance over time are a good place to get started. Once you require more advanced reports click Modify Report (on an existing report) or + Add New Report (from All Reports).

Dashboard

The Dashboard features a range of snapshot views.

The Campaign Performance summary card details the key metrics for your account. Click a metric to adjust the charting to that metric.

Customise the displayed measures by clicking the settings icon and turning metrics on or off.

The Comparison Period can be toggled on/off on this menu also.

All Reports

You can view all your reports under Insights > Reporting. This includes any custom reports you have saved.

You can favourite and schedule a report by clicking the appropriate icon on the Report Card.

To create a new blank report:

Filters

Report Filters

The quick filters can be used to modify the dates for report:

To modify page level filters, click:

Column Filters

Individual columns can be filtered by clicking on the Filter button at the top left of the data grid.

Select the columns to apply a filter to, choose the operator and enter a value to filter.

Metrics & Dimensions

A report consists of metrics and dimensions. You can add as many as required, but larger and more detailed reports will take longer to run.

You can add, remove and reorder metrics and dimensions. Their order determines the column order in the report.

Example Measures: Clicks, Conversions, Cost, Commission, CR% (Conversion Rate).

Example Dimensions: Publisher, Advertiser, Campaign, Device.

Layout

Density

You can adjust the layout of the report data grid by selecting the Density option above the data grid.

Columns

Columns can be added/removed and reordered on the data grid.

To remove columns, click Columns above the data grid and turn off the relevant columns.

To reorder columns click on the column header, drag to the new location and drop.

Custom Reports

To create a custom report:

1. Go to Insights > Reporting > Add New Report.
2. Set the Metrics & Dimensions to show on the report.
3. Set the Filters.
4. Set your chart type.
5. Click Save.
6. Set the visibility:
   • Shared - this is available to all users in the account you are logged into.
   • Private - this is only visible to you.
7. Add a name and description.
8. Click Save Report
9. The report will now be visible as a Card under All Reports.

Scheduling Reports

Some reports can be scheduled to be delivered via email or to and FTP server.

To create a scheduled report:

1. Navigate to Insights > Tools > Scheduled Reports.
2. Click the button to create a new schedule.
3. Select the report to send - this could be a predefined report or one of your saved reports.
4. Select the frequency to send the report (E.g., daily or weekly).
5. Enter the Dates you want the report to be delivered between.
6. Select the Date Range for which you want the report to run each execution.
7. Select Email or FTP as how you want to receive your report.
8. Enter the recipients. Separate multiple emails with a ;.
9. Add a subject and some content for the email that will be sent with the .
10. Select the format of the file to receive. CSV will be the most common format that can be viewed in Excel.

Exporting

You can export a report as:

• CSV - Useful for opening in Excel.
• JSON - Useful for loading data into an external database.
• XML - Useful for loading data into an external database.

To export a report click the following icon and select your output type from the menu:

To export a chart click the following icon:

Favourite Reports

Make it easy to access your most commonly used reports by favouriting them so they appear at the top of the All Reports page:

On the Navigation drawer:

To Favourite a report click on the star icon:

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This can include custom reports that you have saved.

Currency

It is possible to convert Commission & Cost values into any currency on the reports. Simply select the currency to convert to from the below select list:

Commissions will be converted in-line. The Conversion will use the current day's mid-point rate. You can show additional columns to view the original and converted value side-by-side.

Alerts

The Dashboard enables a user to create an Alert against a report KPI and to be notified through multiple channels.

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Alerts are unique to a user. You will not be able to see or create alerts on behalf of other users. This is intended as an anti-spam control. If a user requires an Alert they will need to create it under their own user account.

Create a new Alert

1. Navigate to Insights > Tools > Alerts.
2. Click the button to create a new Alert.
3. Select Reporting Alert.
4. Select the Campaign to be alerted against.
5. Select a Publisher (if relevant).
6. Select the Metric to check (E.g., Clicks, Conversions, Commission).
7. Select the Comparison (E.g., Greater than, Less than).
8. Select the check schedule. This defines how often the alert runs and the period it evaluates. For example, a weekly alert for more than 100 clicks will trigger once the total exceeds 100 clicks within that week.
9. Choose how you want to be notified:
   • UI - Send a notification in the interface of the Dashboard.
   • Email - Send an email to your saved email address for the currently logged in user.
   • Slack - Connect the Optimise Slack App to send notifications via Slack.
   • Teams - Connect the Optimise Teams App to send notifications via Microsoft Teams.

Update an Alert

• Navigate to Insights > Tools > Alerts.
• Click on either EDIT icon to update the schedule settings or click the DELETE icon to remove the schedule completely.

Slack Alerts

Alerts can be sent directly to a channel in Slack.

Go to your Profile:

1. Click on the Profile icon in the top right corner.

2. Click Settings.

3. Click the Add to Slack Button:

   

4. In the popup select the channel to send Alerts to and approve the permissions:

   

Microsoft Teams Alerts

Alerts can be sent directly to MS Teams via the Optimise MS Teams Bot.

Group View

For Advertisers or Agencies and Publishers who work across multiple brands (and have multiple Optimise accounts) you can activate multi-brand reporting at a user level enabling a single, unified view of activity across multiple accounts.

The Group View option appears automatically if you have access to multiple accounts. Click Modify report and turn on Group View.

Annotations

It is possible to add an Annotation to the reports that will be displayed on the charts. This allows you to describe and flag certain trends and events within the Dashboard charts.

Create a new Annotation

1. Select Insights > Tools > Annotations.
2. Click the button to get started.
3. Most annotations will apply to a specific date so choose Custom and select the date to apply the annotation to.
4. Select the Campaign and if applicable the Publisher. If you select a Publisher this will limit the visibility of the Annotation.
5. Select one of the predefined Annotation Titles and add some text to be displayed alongside your Annotation.

Viewing an Annotation

Navigate to a report and locate the chart.

Editing An Annotation

1. Select Insights > Tools > Annotations.
2. Find the Annotation you want to edit (you may need to change the date filter at the top left).
3. Click the Edit icon and make the relevant changes.

Test Data in Reports

When you first use your Advertiser account you will need to use the Test Publisher to create test conversions as part of your onboarding (see Testing your tracking).

Our systems will periodically conduct automated audits of your tracking which may involve clicks appearing from Test account.

Once your account is active, you may want to hide test data from reports. Navigate to Settings > Settings and turn off Hide test data from reports.