Report Builder Quick Links
What is 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. If you do not have access to Report Builder please reach out to support@pathmatics.com.
How to build your reports:
In a 4 step process, you will be able to create, export, and save your reports.
Step 1: Filter
Enter the advertiser(s) or brand(s), or site(s) you wish to pull data for. There is no limit on the number of entities you may add.
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.
Should you wish to pull data for a specific category, or categories, of advertisers, select from the IAB Top 31 categories listed in the “Category” drop-down. 
As we deepen our category 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.
If your Pathmatics subscription allows you to access data for multiple regions, you will have the ability to adjust your “Regions” filter.
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.
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.
You can review your selected advertiser(s), site(s), and filters in the “My Filters” box on the right side of the page.
Click the “X” to remove any unwanted filters.
Step 2: Choose Columns
Selecting your report columns allows you to export only the data you are interested in viewing.
For your reference, the filters you chose in Step 1 will be listed in the "My Filters" box on the right of the page.
Note: "Spend" and "Impressions" columns are automatically included in every report.
Column Output
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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:
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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.
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Include Sub-Brands: the report will include all Advertiser and Brand levels, including Advertisers (parent brands), and sub-Brands, therefore representing the entire hierarchy. Note: “Brand Detailed” was the former name for this option
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Advertisers Only: Advertiser (parent brand) column, and will list no brands. Choose the Include Sub-Brands version, and view only the Advertiser and Brand(Leaf) column, to get the same report that Brand Simple provided.
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Site: Adds a column with the Site name
- Spend: A Spend column is automatically included in every report
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Impressions: An Impressions column is automatically included in every report
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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.)
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Device: Adds a column with the Device type
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Direct/Indirect: Adds a column that notes whether the ad impression was Direct or Indirect
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Category: Adds a column with the relevant Category name
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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.
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Include Sub-Categories: the report will include all 10 Category levels, including both Top-Level and subcategories, therefore representing the entire hierarchy. This view shows the deepest categorization for any given creative, Brand or Advertiser.
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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. Note: this view is most similar to the previous single Category column option.
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Region: Adds a column that notes the region of the ad
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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. Note: If more than one region is selected for the report, you must also select the Region column.
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Creative Details: Selecting “Creative Details” will include multiple columns in your report detailing Creative Dimensions, Creative Type, Creative Text, Landing Page, and the Pathmatics Creative ID.
Use the Live Preview at the bottom of the page to get a simple glimpse into what your final report will look like.
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 export. 
Use the Live Preview at the bottom of the page to get a simple glimpse into what your final report will look like.
If you need to edit the date range, you can do so without leaving this step by choosing “Edit” next to the date.
If you need to edit additional data, choose “Edit All Filters” or “Edit All Columns” to back to the “Filter” or “Choose Columns” page.
Once you are satisfied with your report settings you can “Save and Export” your report.
“Save and Export” allows you to save your report, along with your selected filters and columns to view or download again at a later time. Simply name your report and select “Save Export”. Your report will begin downloading.
Please note, choosing “Export” will not save your report.
Step 4: Finish
Once your report has been generated, an email will be sent to the email address associated with your Pathmatics Explorer account.
Check the status of your report download in “My Reports”
My Reports
Once your report has been generated, visit “My Reports” to download your file.
All reports generated in Report Builder will be stored under “My Reports” and can be redownloaded at any time.
Click the trash icon to delete a report from your history.
Loading a Saved Report
To load a Saved Report, visit the “Filter” page within Report Builder.
Click “Saved Reports” and choose a report from the drop-down menu.
To delete a Saved Report, click the icon to the right of the report name.
Advertiser and Brand Column Definitions:
When choosing the Advertiser and Brand column, you must select 1 of 3 ways to display the data. Here’s some more information about what each option provides.
- 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.
- Include Sub-Brands: the report will include all Advertiser and Brand levels, including Advertisers (parent brands), and sub-Brands, therefore representing the entire hierarchy. Note: “Brand Detailed” was the former name for this option.
- Advertisers Only: the report will include only the Advertiser (parent brand) column, and will list no brands.
Looking for Brand Simple or Brand Detailed? Here’s how to pull the same report.
Brand Simple
If you formerly used the old report type called Brand Simple and are wondering how to pull that same report, here’s what to do.
- Select the current Include Sub-Brands option.
- To get the same report Brand Simple provided, simply look only at the Advertiser and Brand (Leaf) columns, and disregard the other Brand columns. This will give you the same data Brand Simple did.
Example: a former Brand Simple report:
Example: a current Include Sub-Brands report, with the same report parameters. The Advertiser and Brand (Leaf) columns contain the same data as the Advertiser and Brand columns above.
We are now including additional insight into the brand hierarchy between the highest and lowest Brand levels in the report.
Brand Detailed
If you formerly used the old report type called Brand Detailed and are wondering how to pull that same report, here’s what to do.
- Select the current Include Sub-Brands option.
This report will be exactly the same as the former Brand Detailed report type.
Example: a former Brand Detailed report:
Example: a current Include Sub-Brands report:
Brand Column Names
Our Advertiser and Brand columns use the following column names:
- Advertiser
- Brand Root
- Brand (Major)
- Brand (Minor)
- Brand (Leaf)
An Advertiser is the highest level Brand in the Brand hierarchy. We refer to levels below an Advertiser as Brands. The column names must be distinct and are only meant to convey a hierarchy of Brand levels. We don’t have specific meanings for any of those Brand types. Our Brand hierarchy is only meant to be viewed vertically (parent Brands and sub-Brands), and not across different Advertisers, ie one Brand (Major) is not meant to be compared to another Brand (Major).
Note: some rows may show “<unbranded>” in each of the four brand columns. These rows represent data where nothing more specific than the advertiser has been classified for the associated creatives. In some cases Advertisers will have exclusively <unbranded> data, meaning that no brand hierarchy is available.