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Oath Inc.

3 Design Reports Page Components (Report Designer)

What is the Report Designer?

  • The Report Designer is a tool that allows you to compose reports of your business needs by selecting the dimensions and metrics you require.
  • With the Report Designer you can create and add your custom reports to the Analytics Reports portal and run, edit, and share them with other users in your company under the Mange Reports page.

  • The Report Designer provides three fundamental components of a report, which are Filters, Dimensions, and Metrics.

Notes:

  • At least one Dimension or Metric must be selected to create a valid report.
  • You cannot combine every single metric into one big report. The validation engine will run in the background and check that you've made selections that will work together. If the selections will not work together, you'll be shown an error message.

How a Report is Structured in the Report Designer

Reports are modular, allowing you to set one or more data areas known as Sections.
The following diagram and explanation describe the basic structure of every report:

Component Description Image
Filters

Define the selectors that will allow you to filter your report according to specified entities in our system.
Example: You want to filter your report data per company-related entities and all video views by a publisher or advertiser.

Structure of a Report.jpeg
Section

Each Section allows you to define how your data representation will look in your report

Section Type A Section can be set to a variety of Section Type (data representation type) such as a table or several graphical representations of your choosing.
Section Name Allows you to define the custom title for each data representation area. This are also used as hotspots, to allow you to jump to a specific section in the report.
Dimensions Define by what property your data will be aggregated by.
Example: You want video views broken out by domain and device.
Metrics Define what actual measurable numerical values will be displayed in your report.
Example: You want to get the total video views and total revenue.

 

Design Report Page Sections

Navigation

  • In the header bar navigate either to Reports > Manage Reports page > All Reports tab and click Create New Report button.
    OR
    Switch to Create Report tab to open the Design Report page.
  • Navigate through the left side menu: Basic, Schedule, Filters and Sections and define the required and optional values per module.
  • Start with module Basic Information. For details, see 2 How to Create a Custom Report (Report Designer).

Basic Information

Design Report Page - Basic Information.jpg

Section Description
Report Name

Allows you to define a name for your report (mandatory).

Description

Optional, allows to add some important notes to your report. When the report is saved, the description shows in the report list on the Manage Reports page.

Reporting Source

Defines the relevant platform for which you want to create a report. Available options:

  • O2 (Default): Select this option for video activation reports for any activity in the Video Activation Platform Portal.
  •  Video SSP: Select this option for advertising reports from Adap.tv.
  •  SSP: Select this option for advertising reports from the SSP platform.
  •  Ad Server: Select this option for advertising reports from the Ad Server platform.
Copy from Existing Report

Allows to import filters and sections from an existing report.

  • Click in this field expends and shows a list of previously created report.
  • Selecting a report copies all settings including filters, dimensions, and metrics to this new report.
    Note: The list of available reports to copy is related to the defined Reporting Source.
    Examples for Ad Serverand Video SSP:
    Copy From Existing Report.jpg
Share with Others
  • If  deactivated, the report will only be visible to your user (default).
  • If enabled, makes your report accessible to any user under your company.
    After saving your report, the report will be listed in the Manage Reports page and everyone else can see, open, use, and run the same report.

Scheduling

Design Report Page - Schedule Report.jpg

Section Description
Schedule this report
  • If  deactivated, the report is not sent out, but can always be download from the Analytics Reports portal (default).
  • If enabled, delivers a report on a regular basis according to a user's specification (daily, weekly, etc.) to a set of emails, FTP location, and/or S3 location.

Notes:

  • Scheduling can be applied to any new or previously created custom report.
  • To a apply a schedule to a Standard Report or a report on which you are not the report owner on, first Duplicate the report and save it under a new name as your custom report. For details, see 2 How to Duplicate and Copy From a Report
Settings

Defines duration of a report, when to send out and how often.
Available options:

  • Frequency: Hourly, Weekly, Daily, Monthly
    Note: Weekly reports are based a week that goes from Monday to Sunday.
  • Date Filter: Right now, the date range covered by Date Filter directly matches the Frequency of your report.
    • Hourly reports will cover data for the last hour
    • Daily reports will cover data for the prior day
    • Weekly reports will cover data for the prior week (from Monday to Sunday)
    • Monthly reports will cover data for the prior month
  • Expiration Date: By default, your report will be set to expire in 3 months.
    • Optionally, you can extend the expiration date up to 6 months in the future.
    • You will be able to revise your expiration date at any time.
      Example: If the original expiration date is June 18th, 2018 and today is June 15th, you can extend the expiration date up to 6 months from the current date all the way to December.
Delivery

Defines the report format and when sent to one of the delivery location options:
Available Delivery Types:

  • Flat file (csv): Each section of your report will be delivered with a .csv file of raw data. It doesn't matter how the data is visualized, you will just receive the data.
  • Excel: Your report will be delivered with an .xls file of raw data. It doesn't matter how the data is visualized, all report data are represented in a single tab.
  • PDF: Your report will be delivered with a .pdf file of raw data.
  • XML: Your report will be delivered with an .xml file of raw data.

Note: Section types are not represented in any of the scheduled report file types. The report data is represented according to the selected file format.

Available delivery location options:

  • Email: Sends the report via email, containing a deep link that will show  the report on the Analytics Reports portal. For details, see 4 Run Reports Page Components.
    • More/less email participants you can add or remove at any time.
    • To search for existing users who already use Analytics Reports, just start typing. For other manually type email addresses.
      Note: This is controlled via permissions, so you will not see all users.
  • FTP: Loads the report to your FTP. If activated, you need to provide your standard FTP credentials including the path, the username, and the password.
    These credentials will only be visible to the person who created the report.
  • S3: Loads the report to your S3. If activated, you need to provide your standard S3 credentials including the path, he access token, and the secret key.
    These credentials will only be visible to the person who created the report.

Filters

Design Report Page - Filters.jpg

Section Description
Preselect filters
  • If  deactivated, no filters are preselected (default for Non-Scheduled Reports).
  • If enabled (default for all scheduled reports), allows you to set default values for your report's filter fields. This makes it easier to simply view a report with your preset definitions instantly without the need to enter your company name or business entity (Point of View) each time.
    Note: Preselected Filters are mainly used with Scheduled reports to determine the default filter values.

Available Filters:

  • Company Filter
  • Point of View
  • Additional Filters
Company Filter

Allows you to filter your report data per company-related entities. Show your company name by default.

  • If, O2 is selected as Reporting Source in Basic Information, you can optionally select between Company/Affiliate or Company group.
  • If, Company/Affiliate is selected With Affiliates option will show up as enabled.
Point of View

Allows you to change the view perspective on your report data according to the required business entity.

Available options:

  • Publisher: Displays report data that is relevant from a Publisher's perspective.
  • Content owner: Displays report data that is relevant from a Content Owner's perspective.
  • Seller: Displays report data that is relevant from a Content Owner seller's perspective.
  • Advertiser: Displays report data that is relevant from an Advertiser's perspective.

Additional Filters
(optionally)

  • Allows you to add an additional filtering option to filter your report data on a more granular level.
  • You can select up to five additional filters together.
  • If enabled, requires your action. Set a value for each additional filter field by entering its name and selecting the relevant option from the drop-down menu.
    Note: Which options are available, depend on the Reporting Source selected in Basic Information.

Example for an Ad Server based report:

Additional Filter Options.jpg

Reporting source Available Options

O2

  • Ad Campaign Owner: Allows to select an ad campaign owner name or ID that will focus your report data.
  • Ad Engine: Allows to select an ad engine name that will focus your report data.
  • Ad Set: Allows to select an ad set name or ID that will focus your report data.
  • Applications Only:
  • Country code: Allows to select a country code that will focus your report data.
  • Device type:
  • Domain: Allows to select a domain name that will focus your report data.
  • Macros: Allows to select a macro name that will focus your report data.
  • MOAT content type: Allows to select a MOAT content type name that will focus your report data.
  • Player: Allows to select a player name or ID that will focus your report data.
  • Playlist: Allows to select a playlist name or ID that will focus your report data.
  • Player Type: Allows to select a player type name that will focus your report data.
  • Player with Marcos: Allows to select a player with macros name or ID that will focus your report data.
  • Target currency:
  • Targeting Rule:
  • Video: Allows to select a video name or ID that will focus your report data.
 Video SSP
  • Ad
  • Ad Player Size
  • Ad Type
  • Campaign
  • Creative
  • Country
  • Device
  • Inventory source
  • Marketplace
  • Marketplace connection
  • Placement Type
  • Player Type
SSP
  • Site
Ad Server
  • Customer
  • Campaign
  • Website
  • Exclude Default Campaigns

 

Date Range

Determines, which timer range is covered by your report.

  • Reports will default to Yesterday as the date range, unless you have enabled your report for scheduling in the Schedule section.
  • If Schedule this report was enabled, the Date Range will be automatically selected based on your reporting Frequency in the Schedule report section.
    • Hourly reports will cover data for the last hour.
    • Daily reports will cover data for the prior day.
    • Weekly reports will cover data for the prior week (from Monday to Sunday).
    • Monthly reports will cover data for the prior month.
Time Zone

Determines, which timer zone is covered by your report.

  • Reports will default to your local timezone for Video SSP,SSP, and O2 data, unless you have enabled your report for scheduling in the Schedule section.
  • Ad Server data will have a preset time zone that is configured for the organization.

Sections

Design Report Page - Sections.jpg

No. Section Description
1 Report Section tabs

Shows the name of the Report Section tab. By default shows as Report Section 1, Report Section 2, Report Section 3
After saving the report, this will be the title of the data section representation area that is displayed at the top of the report.

  • Click Add Section +, adds a new report section tab to your selection.
  • Clicking the edit icon allows to enter a custom section name, e.g. “Overview“, “Geo View” etc.
    Report Section Name.jpg
    Result:
    Report Section Name Result.jpg
2 Section Type

Defines the section representation type. For details, see 3 Available Sections within a Report.

Available options:

  • Table: Tables are the most flexible.  They can have multiple dimensions.  If you want to breakdown your table by country AND device, no problem.
  • Overview: Overview sections are just big numbers.  They aren't broken out in any way.  There will be no dimensions for an "overview" visualization.
  • Line / Area / Column / Pie Charts: Charts have only one x-axis, so you will be limited to one dimension.  We don't have 3D or 4D charts yet, you will pick just one dimension for your x-axis.  When you select a line or area chart, we will suggest "date" for your x-axis to get a time series.
  • Geo Chart: Maps are broken out by country.  Therefore, by default, when you choose a map visualization, we will choose country as your dimension.

 If you have selected either: Table, Area chart, Line chart or Column chart you will be able to apply additional options to your report section:

3 Total Dimensions/Metrics

Defines the actual data that is displayed in your report. A number will be displayed beside each area indicating how many matching results reside in each area (Dimensions/Metrics).

  • Dimensions are aspects used to slice your metric data. These are your "pivots".  It's how you choose to breakdown the data.  This could be the x-axis on your line chart.  Or it could be one or more pivots in a table.
  • Metrics are the actual numerical data that is accumulated and stored in our system. These are your real statistics like total ad impressions, which will be broken out by your dimensions.

For details, see Dimension and Metrics.

4 Search Dimensions/Metrics

Allows to search for a dimension using the 'Find Dimensions/Metrics' field. Relevant search results are displayed in the Dimensions and Metrics areas.
A number will be displayed beside each area indicating how many matching results reside in each area (Dimensions/Metrics).

Search Dimension Metric.jpg

5 Group filters

Allows to switch between the Dimensions or Metrics group filters to review only specific groups of dimensions/metrics.
Note: Which groups are available, depend on the Reporting Source selected in Basic Information.

Example for a Video SSP based report:

Group Filters Dimension Metric.jpg

6 Drag and Drop selection

Allows to drag & drop the required dimension/metric to the selected Dimensions or Metrics container on the right-side.
Alternately, you can click the plus symbol '+' on each dimension/metric or hit 'x' to remove. 
Note: At least one dimension and metric is required to create a report.

  • Optionally, in the Dimensions or Metrics areas you can set the order of the data as either ascending or descending by click on sorting arrow icon.
    Note: Each click on the sorting arrow icon cycles through the three supported states: ascending, descending and none (Arrow up = Ascending, Arrow down = Descending).
    Dimension Metric Containers.jpg
  • Optionally, you can rearrange your dimensions and/or metrics from right to left to define their display order when running the report.
     
7 Manage Reports return button

Allows to leave the page without saving changes. If the Manage Reports button was clicked, a warning requires confirmation to either cancel (= Yes) or  continue (=No) the report creation.

Changes Are not Saved.jpg

8 Save buttons
  • Save & Send Now: Saves your report and send it immediately to the selected delivery location(s).
  • Save: Saves your report and remain in the report edit mode.
  • Save as New Report: Saves your report as a separate one and redirect you to the 'MANAGE REPORTS' screen.
  • Save & Run: Saves your report and redirect you to the run report screen.