Report Builder

Report Builder allows users to export additional in-depth data not available for export in Explorer alone. Users can configure metrics and filters according to their reporting needs.

Report Builder can be accessed by clicking Reports in the top navigation bar.

If you do not have access to Report Builder, please reach out to [e-mail]. 

Create a New Report or Template

Step 1: Filter

1. Enter the advertiser(s), brand(s), publisher(s), sales channel(s) or purchase channel(s) you wish to pull data for. There is no limit on the number of entities you may add.
2. Set your Dates filter to any of the pre-set options in the drop-down menu, or select Custom Range to filter to a date range of your choosing.  If you do not choose an option from the Dates drop-down menu, your date range will default to the last 30 days.
3. Should you wish to pull data for a specific category or set of categories for the selected advertisers, select from those listed in the Category drop-down. As we deepen our taxonomy, you’ll see the option to drill further into certain categories, like Consumer Packaged Goods.  If you do not choose a category from this menu, your data will include all categories available under your selected advertisers.
4. If your Pathmatics subscription allows you to access data for multiple regions, you will have the ability to adjust your Regions filter. 
5. Select the device type(s) you wish to pull data for via the Devices filter. If you do not choose to report on a specific device type, your data will include all devices and formats available per your Pathmatics subscription.
6. To report on direct or indirect data only, set your Direct/Indirect filter. If you do not set this filter, your data will include both direct and indirect data.
7. Select the Sales and Purchase Channel(s) you would like to view data for. If you do not choose any channel filters, all channel types will be included by default.
   
8. Review your selected filters in the My Filters box on the right side of the page. Click the    to remove any unwanted filters.
   
9. Click Next.

Step 2: Choose Columns

Selecting your report columns allows you to export only the data you are interested in viewing.

1. Select the columns you wish to include in your report.
   • Advertiser and Brand: add column(s) with Advertiser and Brand names. If you want to include Advertisers and/or Brands in your report, you must select 1 of 3 ways to display the data:
     • Include Sub-Brands: the report will include all Advertiser and Brand levels, including Advertisers (parent brands), and Sub-Brands, therefore representing the entire hierarchy.
     • Advertisers Only:  Advertiser (parent brand) column, and will list no brands. 
     • Selected Advertisers & Brands Only: the report will include only Advertisers and Brands listed in My Filters and their parent brands. The Sub-Brands of the Advertisers and Brands listed in My Filters will not be included in the report.
   • Publisher: Adds a column with the publisher name.
   • Date: If you would like to include dates in your report, you must specify your date range breakdown (i.e., by day, month, quarter, year, or broadcast week).
   • Device: Adds a column with the Device type.
   • Direct/Indirect: Adds a column that notes whether the ad impression was Direct or Indirect.
   • Category: Adds a column with the relevant Category name.
     • Selected Categories Only: the report will include only Categories listed in My Filters and their parent Categories. The subcategories of the Categories listed in My Filters will not be included in the report.
     • Include Sub-Categories: the report will include all 10 Category levels, including both Top-Level and sub-categories, therefore representing the entire hierarchy. This view shows the deepest categorization for any given creative, Brand or Advertiser.
     • Top-Level Categories Only: the report will include 1 column with the only top level category (i.e. CPG) for a creative, Brand or Advertiser, and will not include any deeper categories. 
   • Region: Adds a column that notes the region of the ad.
   • Spend in Local Currency: Spend will automatically be shown in US Dollars. If you choose a region other than the United States and prefer to view Spend in that country’s currency, select the "Spend in Local Currency" column.
     If more than one region is selected for the report, you must also select the Region column.
   • Creative Details: Selecting Creative Details will allow you to include multiple columns in your report detailing such information as Creative Dimensions, Creative Type, Creative Text, Landing Page, and the Creative ID.

   Spend (USD) and Impressions are automatically included in every report.

2. Use the Live Preview at the bottom of the page to get a simple glimpse into what your final report will look like.
3. Click Back to return to the Filter page, or Next to review your report.

Step 3: Review Details

Once you have set your filters and selected your report columns, you will be asked to review your data before you run your report.

1. Use the Live Preview at the bottom of the page to get a simple glimpse into what your final report will look like.
2. If you need to edit additional data, choose Edit All Filters or Edit All Columns to go back to the Filter or Choose Columns page.
3. If you need to edit the report's date range, you can do so directly by choosing Edit next to the Date Range filter.

   Reports are limited to 1,000,000 rows. If you are experiencing a Too many rows error, the surest way to reduce the rows output is to shrink the date range you are looking at.

4. Once you are satisfied with your report settings, select Run Now or Save and Run Now.
   • Save and Run Now allows you to save your report, along with your selected filters and columns, as a Report Template to view, schedule or download again at a later time. Simply name your report and select Save and Run. 
     
   • Choosing Run Now will not save your report for future use. Unsaved reports are only available for seven days.

Step 4: Download Your Report

1. You will be taken to the My Reports page where you can view the status of your new report.
   
2. When your report has finished generating, you can   Download it from this view.
   An email with a link to your report will also be sent to the email address associated with your Pathmatics Explorer account.
3. To remove any report from your history, click the  trash can.

Working with Report Templates

Schedule a report

1. Navigate to the My Reports page within Report Builder.
2. Switch to the Report Templates tab.
   
3. Click   Schedule beside the Report Template you wish to schedule.
   

4. Schedule the selected Report Template to run automatically on a daily, weekly, monthly or quarterly cadence.
   

   • Daily schedule: Run a report every [x] days, based on the Repeat Every value.
   • Weekly schedule: Select the days of the week you want the report to repeat on. Schedule reports every-other week by setting the Repeat Every value to 2.
   • Monthly and Quarterly schedules: Select the day of the month or quarter you want the report to repeat on. Schedule reports every Month or Quarter by keeping the Repeat Every value at 1.

   Pathmatics data for certain devices are available on a one or two day lag. Keep this in mind when scheduling delivery of reports. Learn more.

5. Review the Report Date Range and the date of the Template's Next Delivery. If the report date range is incorrect, first Edit the Saved Report Template.
6. Click Schedule.

Edit a Saved Report Template

1. Navigate to the My Reports page within Report Builder.
2. Switch to the Report Templates tab.
   
3. Select   Edit Report beside the Report Template you wish to edit.
   

Delete a Saved Report Template

1. Navigate to the My Reports page within Report Builder.
2. Switch to the Report Templates tab.
   
3. Click the  trash can beside the Report Template you wish to delete.
   

Schematics