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Introduction to Report Builder Follow

Admin
  • June 25, 2021 13:21
  • Updated

The Report Builder now uses a module-based process to simplify each step and guide users through the full report creation process. You can expect to see the following fields and steps when creating or editing a report. 

 

Type:

The first step for creating a new report is to select the correct dataset, either Lead data or Campaign data.

ReportBuilder1-Type.png

 

 Setup:

Next, name and add a report description to help you (and other team members) easily identify this report later.

ReportBuilder2-Setup.png

Learn more about Permissions and Generating password-protected reports.

 

Delivery:

Within the Delivery step, you can schedule recurring reporting. Scheduling is best used when reporting is required on a cyclical basis rather than one-off reports. It is also important to note that reporting will only allow for a 12-month window.

ReportBuilder3-Delivery.png

Learn more about scheduling. 

 

Fields:

As part of the improvements of the Fields section we have made the user experience easier to interact with. You can now select all the fields you require for your report via checkbox instead of the previous drag and drop action. The ability to change the fields name and field operator is also simplified to enable greater control of the fields being reported on.

For Campaign Reports you will be able to select all fields from the General field grouping.

ReportBuilder4-Fields.png

 

Conditions:

Within the improved Conditions section you will be able to carry out the same functionality of setting conditions by ‘AND’ / ‘OR’ as well as Adding Rules and Adding Groupings for the field data you have selected in the previous step. We have made the visualisation of these actions clearer to make your experience more enjoyable.

ReportBuilder5-Conditions.png

Grouping:

Adding groups will rollup the data based on your selection. For example if I want a report of publishers and how many leads they have sent to the platform, you can choose publisherName and id in the fields list and add an operator of COUNT to the id column, you can then add a Group of publisherName.

ReportBuilder6-Grouping.png

Learn more about Grouping.

 

Custom Fields:

Custom fields allow you to add a unique field that doesn’t already exist with the field groupings. A Column will be created within the report and a Value can be assigned to this unique field.

ReportBuilder7-CustomFields.png

Learn more about custom fields.

 

Generate a Report:

Once your report has been created, you will be able to view it in the Report Builder listings screen and select Generate the report.

ReportBuilder8-Generate1.png

 

After generating the report, a confirmation will appear, and the report will begin processing.

ReportBuilder8-Generate2.png

 

Accessing a Generated Report:

Once a report has finished processing, you will receive an email confirmation with a link to download the report from the platform. Additionally, if you have configured the report to be sent to an SFTP server, etc, it will be delivered to that location once processing is complete.

ReportBuilder9-AccessingReport1.png

 

You can also access generated reports in the Exports table, which can be found in the header of the platform.

Screenshot_2021-06-07_at_10.37.53_AM.png

ReportBuilder9-AccessingReport2.png

 

From the Exports table, you will be able to Download your report.

ReportBuilder9-AccessingReport3.png

 

Articles in this section

  • Introduction to Report Builder
  • Report Builder: Creating and Generating Reports
  • Report Builder - What is Grouping?
  • Report Builder - Sending Your Report As A Password Protected XLSX
  • Adding Custom Fields to the Report Builder
  • Report Builder: Editing a Report
  • Using Convertr Insights
  • Creating an Advertiser Performance Report
  • Archive Report
  • Campaign Leads Report
See more

Related articles

  • Report Builder: Creating and Generating Reports
  • Exporting Leads Across Enterprise
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Related articles

  • Report Builder: Creating and Generating Reports
  • Exporting Leads Across Enterprise