Create and manage frequently used report configurations with the My Templates page. My Templates is located at each level in Zeta DSP: Account, Advertiser, and Campaign.
Regardless of the level you are in, the My Templates page will display all of you report templates in a single grid to easily manage.
The difference between a saved report and a saved template is the inclusion of a custom date range.
Create a Template
Open the New Report Builder at your desired level within Zeta DSP.
Configure your report to include all desired metrics, dimensions, currency, and chart settings. For more information on how to build a report, visit the new Report Builder User Guide.
When you’ve made all of your selections click Save in the top toolbar of the Report Builder.
Enter a name for your Template and select the elements to include in your template.
Click Save when complete.
Voila! Your Template will now appear in the My Templates grid.
Fetch a Template
Navigate to Account, Advertiser, or Campaign Analytics
Select My Templates within the Analytics menu
My Templates Page Features
My Templates include an interactive grid to help you manage all your templates quickly and conveniently.
The grid rows represent each of your templates.
The grid columns show the following metrics per Template:
Users can Delete and View a Template by clicking on the ellipsis within each row:
Selecting Delete will prompt a popup
Selecting View will open your template in the new Report Builder
What are all of the Dynamic Date Range (AKA Lookback) selections?
Great Question! Dynamic Date Range options include the following:
Last 2 Days
Last 3 Days
Last 4 Days
Last 5 Days
Last 7 Days
Last 14 Days
Last 28 Days
Last 30 Days
Last 2 Months
Last 3 Months
Last 6 Months
Week To Date
Quarter to Date
Year to Date