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 from the My Tools menu.

If you do not have access to Report Builder please reach out to support@pathmatics.com

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Step 1: Filter

  1. 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.2.png
  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.  3.pngIf 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 categories, of advertisers, select from the IAB Top 31 categories listed in the Category drop-down.  RB-_Step_1_-2.png
  4. As we deepen our category taxonomy, you’ll see the option to drill further into certain categories, like Consumer Packaged GoodsRB_-_Step_1_-_1.pngIf you do not choose a category from this menu, your data will include all categories available under your selected advertisers.
  5. If your Pathmatics subscription allows you to access data for multiple regions, you will have the ability to adjust your Regions filter. 5.png
  6. Select the device type(s) you wish to pull data for via the Devices filter.Screen_Shot_2022-05-15_at_22.11.58.png 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.
  7. To report on direct or indirect data only, set your Direct/Indirect filter. 7.pngIf you do not set this filter, your data will include both direct and indirect data.
  8. You can review your selected advertiser(s), site(s), and filters in the My Filters box on the right side of the page. 
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  9. 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.

The filters you chose in Step 1 will be listed in the My Filters box on the right of the page for your reference.

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  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:
      • 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:  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.
      • Site: Adds a column with the Site name
      • Spend: A Spend column is automatically included in every report
      • Impressions: An Impressions column is automatically included in every report
      • 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 subcategories, 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. Note: this view is most similar to the previous single Category column option.
      • 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. Note: If more than one region is selected for the report, you must also select the Region column.
      • 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.

    Spend 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 export.  RB_Step_3.png

  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 the date range, you can do so without leaving this step by choosing Edit next to the date.
  3. If you need to edit additional data, choose Edit All Filters or Edit All Columns to back to the Filter or Choose Columns page.
  4. Once you are satisfied with your report settings you can Save and Export your report.

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.

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.

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 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.

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  1. Check the status of your report download in My Reports.

My Reports

  1. Once your report has been generated, visit My Reports to download your file.14.png
  2. All reports generated in Report Builder will be stored under My Reports and can be re-downloaded at any time.
  3. Click the trash icon to delete a report from your history.

Load a Saved Report 

  1. To load a Saved Report, visit the Filter page within Report Builder.15.png
  2. Click Saved Reports and choose a report from the drop-down menu.16.png
  3. To delete a Saved Report, click the - icon to the right of the report name.17.png

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.

    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.

Replicating Brand Simple and Brand Detailed reports

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.

  1. Select the current Include Sub-Brands option.  
  2. 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:

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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.

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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.

  1. 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:

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Example: a current Include Sub-Brands report:

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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).

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.

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