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My Reports (Advertiser Accounts)

  • Updated

General

My Reports allows you to create customized reports that aggregate data from programmatic and social campaigns, either using a predefined template or by building a report from scratch.

Note: Custom report data is limited to a one-year date range. For reports containing more than one year of data, you can contact your Clinch account representative to discuss available log-level solutions.

mceclip0.pngUser Permissions

  • You need the Analytics user permission to create or change reports.

Accessing My Reports

  1. Click Analytics > My Reports.

My Reports Table

The My Reports table lists all reports created in your account.

Table Columns

The My Reports table contains the following columns:

Column Name Description
ID Displays the unique ID for the report.
Report Name Displays the name of the report.
Date Range Displays the date range used for the report's data. This range can be a fixed or a relative date range.
Template Displays the template that was used to create this report.
Parameters Displays the dimensions, metrics, and notably, the advertiser/client IDs used for the report.
Schedule Displays the schedule set for the report’s auto-generation.
Recipients Lists the email addresses of recipients.
Last Run Time

Displays the last time the report was run (generated).

If the report is generated successfully, a Download link becomes available to export the report. If the report fails to generate, a View Errors label will display. Hover over it to reveal a tooltip showing the details of the error.
Next Run Displays the next time the report is scheduled to run (generate).

Report Quicklinks

My Reports Quicklinks.png

Hover over a report to use the following quicklink options:

Quicklink Description
Run Now
  • Generates the report.
Edit
  • Opens the Edit Report window, where you can modify the report's parameters.
Duplicate
  • Creates a duplicate of the report's configuration and opens the Edit Report window for modifications before submission. 
  • Once submitted, the duplicated report will be listed as a new entry in the My Reports Table.
  • If you don't rename the duplicated report before submission, it will retain the original report’s name but automatically add "copy" to signify it's a duplicate.
Delete
  • Removes the report from My Reports.
Last Runs
  • Opens the report's Last Runs window, where you can see each time the report has been processed. Here, you can see the report status ("Enqueued," "Started," "Completed," or "Failed"), access the report summary, and download the report.

Creating a Report

To create a new report:

  1. Click Add Report.
    • The Add Report window will display, with the Report Configurations tab open.
  2. Enter a name for the report.
  3. Select a report type and follow its subsequent steps:
    • Ad Engagement Events - This report type lets you create a custom report from your account's ad-serving and engagement data.
      1. Select one or more dimensions.
      2. Select one or more metrics.
      3. Optional. Add one or more filters by clicking the plus sign, selecting a filter option, and entering a value for it.
    • Website/App/Offline 1st-Party Events - This report type lets you create a custom report using event data from your account's first-party data sources.
      1. Select one or more dimensions.
      2. Select one or more metrics.
      3. Optional. Add one or more filters by clicking the plus sign, selecting a filter option, and entering a value for it.
  4. Select a date/time filter option for the report and follow any subsequent steps:
    • Fixed Range: Defaults to the previous day.
      1. Click the date field to open a calendar and adjust the date range. (You can change how dates are formatted using the Date Format field within the Account Profile tab of your account settings.)
    • Last Days: Defaults to the last seven days.
      1. Click the days field to change the number of days.
    • Last Month: Returns data from the last month.
    • Month-to-Date: Displays data from the first day of the current month through yesterday. (You can change how dates are formatted using the Date Format field within the Account Profile tab of your account settings.)
    • From: Lets you specify the first date you want to start seeing data from, through yesterday. (You can change how dates are formatted using the Date Format field within the Account Profile tab of your account settings.)
  5. Select a time zone.
  6. Optional. Enable the Report's Row Limits checkbox and enter a custom row limit for the report. (The maximum number is 200,000.)
  7. Go to the Sending Options tab.
  8. Optional. If you want to share the report with others, select the Send to Recipients checkbox. Choose one of the following options for sharing the report and follow its subsequent steps:
    • Email Recipients
      1. Enter recipient email addresses. Separate each email address using a comma.
    • Cloud Location
      1. Select a cloud location from your account's configured data storage options (Amazon S3 bucket, SFTP, Azure Blob Storage, etc.).
  9. Optional. Select Set a Schedule to configure the report to run automatically. Follow the subsequent steps to specify the frequency and date/time:
    1. Select between an hourly, daily, weekly, or monthly recurrence.
    2. Define the frequency, time, and time zone for the report to run.
      • The time zone defaults to your account's default time zone, but you can change it.
  10. Choose a file type for the report: CSV (default), GZipped CSV, XLSX, or Parquet.
  11. Click Add Report to save the report settings or Add Report and Run to save and run the report simultaneously.

Note: A 200,000-row limit exists for reports. Contact your Clinch account representative about alternative log-level solutions for this if needed.