Overview

Users of the platform can use the Report Builder to analyze data in our system. With the Report Builder, users will be able to: 

  1. Slice the data in many different ways to accomplish various different goals.

  2. Navigate to the sliced data quickly and easily. 

  3. Keep closer tabs on their campaigns, advertisers, and accounts. 

  4. Export reports and/or share them with partners directly from the UI.

  5. And much more!

Opening the Report Builder

The Report Builder is available at the Account, Advertiser, and Campaign level(s) within the Zeta DSP/DMP. 

Account Level

At the Account level, you can view data for all Advertisers your Network or Account.

  1. Navigate to the DSP logo in the upper left corner. The DSP shows a menu for Advertisers and Admin.

2. Click on Admin > Account Analytics.

3. From Account Analytics, select Report Builder.

          

Advertiser Level

At the Advertiser level, you can view data for all campaigns for the selected Advertiser. 

  1. Navigate to the DSP logo in the upper left corner. The DSP shows a menu for Advertisers and Admin.

  2. Select the Account that contains your advertiser, and then select your Advertiser. The DSP shows all the advertiser's campaigns.

3. From the menu, select Advertiser Analytics >Report Builder.

          

Campaign Level

At the Campaign level you can view data for all Line Items and Tactics assigned to a single Campaign:

  1. Navigate to the DSP logo in the upper left corner. The DSP shows a menu for Advertisers and Admin.

  2. Select the Account that contains your advertiser, and then select your Advertiser. The DSP shows all the advertiser's campaigns.

3. Within the Campaign Grid, select a Campaign.

4. From the breadcrumb menu on the top of the screen, hover over Manage Campaign and select Campaign Analytics.

5. From the breadcrumb menu on the top of the screen hover over Report Builder and select Report Builder

 

View

The Report Builder allows for three different ways to view data. To change the view, select the view button in the top toolbar and select a view type from the drop-down. 

The three view types are: 

Summary View

This view displays data in the standard grid format. Users can search, filter, rearrange, resize, etc. columns per usual in this view. By default, the Report Builder will open on the Summary View. 

Pivot View

This view displays data for the user to select, drag, and drop each metric and dimension into a pivot grid. Columns and rows can be rearranged and resized in this view.

Summary View

Within Summary View a user can search, filter, rearrange, and resize columns. 

Filter

Filter columns by either typing in the search and filter box at the top of any column or by clicking the symbol to the right of the search and filter box. 

After clicking on the symbol, more robust filter options will appear. This is where you can select one of the following filter options: 

Equals

Use for an exact match (this is also another way to search). 

Not Equal

Shows results that don’t have the value you enter. This operator is useful for eliminating empty fields.

Starts with

Use when you know what your value starts with, but not the exact text. This operator is a narrower filter term than Contains.”

Ends with

Use when you know what your value ends with, but not the exact text. This operator is a narrower filter term than Contains.

Contains

Use for fields that include your search string, but sometimes also include other information.

Not Contains

Eliminates records that don’t contain the value you enter. 

Search

Search columns by typing in the search and filter box at the top of any column. 

GET SPECIFIC!

Apply Boolean logic to search and filter options (as shown above) to narrow results even further.

Rearrange

Change the order data is displayed by dragging and dropping the column headers. 

Resize

Change the width of the column by dragging the sides of the column left or right. 

Pin & Autosize

Users can also pin and autosize one or all columns by selecting the icon.

Pivot View

Within Pivot View a user can summarize large data sets and group data together in a meaningful way. 

By default, Pivot View is blank with all selected metrics and dimensions in the right-side pivot panel. Start by selecting the metrics and dimensions you'd like to pivot or by dragging and dropping them into place in the right side pivot panel. 

Select your metrics and dimensions first!

If you need to select a new metric or dimension in Report Options while in Pivot View, the pivot will reset. 

Toggle Chart

The Report Builder allows for four different ways to view data in a chart within the Zeta DSP/DMP.

By default, the chart is not displayed. To view the chart, select Toggle Chart from the toolbar. Once the screen loads, adjust your Chart Settings and input a desired date range via the Date Selection tool. 

Chart Types

The four chart options are: 

Line Chart

This chart type displays data as a series of data points connected by straight line segments.


Area Chart

This chart type displays graphically quantitative data. It is based on the line chart. The area between axis and line is emphasized by different colors.


Bar Chart

This chart type displays data categorically on rectangular bars with heights proportional to the values that they represent. 


Pie Chart

This chart type is divided into slices to illustrate numerical proportion. In a pie chart, the arc length of each slice, is proportional to the quantity it represents.


Export

To export any of the charts, select the icon located in the top-right corner of the chart. The chart export options include: 

Zoom

To zoom into a particular data set, simply click and drag your cursor across an area in which you'd like to take a closer look. To reset after zooming in, click

Hover

To view more information on a single data point, hover over to view. 

Chart Settings 

To open the Chart Settings pane, click Open Settings. To close the Chart Settings pane, click Close Settings. 

To customize the Chart Breakdown, select from the drop-down. The drop-down is populated based on the selections made in Report Options. 

To customize the Chart Metric, select from the drop-down. The drop-down is populated based on the selections made in Report Options. 

Export Your Report

To export the grid, click the Export icon located in the toolbar in the upper right-hand corner and select the file type from the drop-down.

The grid export options are: 

  1. CSV

  2. XLSX

Share Your Report

  1. To share a report, click the Share icon located in the toolbar in the upper right-hand corner. 

2. Input the required fields for Report Name and Email(s). Click Save when complete.

Sharing is caring!

If you plan to share this report with multiple recipients, the email addresses must be separated by commas and/or semicolons.

3. The report will be sent to the intended recipients. The message will include a link, in which users can download the report (as a CSV file) within 14 days of being received. 

Schedule Your Report

The Schedule option gives users the ability to have reports sent to themselves (via email or S3) and/or other account stakeholders on a regular cadence over a designated period of time.

Users have 2 designated ways to schedule reports:

  • Email

  • S3

  1. To schedule a report, click the Schedule icon located in the toolbar in the upper right-hand corner. 

2. The schedule blade will appear. Input the required fields accordingly to the delivery method:

Email Delivery Example Below:

S3 Delivery Ex. Below:

3. Click Schedule to schedule your report or Cancel if you change your mind. Once your report is scheduled, the recipients you added in the Schedule modal will receive a CSV file of the report via email at the selected cadence until the selected end date. 

Note - When you select S3 as an option as a delivery method, a successful test of an S3 connection is required before allowing the user to proceed with scheduling - this can be done by clicking “Test Connection” after filling out the necessary criteria

Schedule Blade Fields

Report Name

Provide a name for your report.

Run Report

Select the Cadence at which you want to receive your report via email.

For

Select the Dynamic Date Range to be reported on each time the report runs. 

Schedule Between

Select the Date Range that your report will be scheduled for.

Delivery Time

User can select the time the reports are delivered

Time Zone

User can select the time zone for delivery

Delivery Method

  • Email

  • S3

Email - Allows users to send Report via Email

  • Sent To: Enter in one or a list of email addresses separated by a comma

  • Subject: Include the Name of the report and any other necessary details

  • Message: Add in a message

S3 - Allow users to enter in an Amazon S3 cloud location details where the scheduled report can be delivered

  • Access Key - Enter in Access Key criteria

  • Secret Key - Enter in Secret Key criteria

  • Path - Enter in the Path

  • Region - Enter in Region details

Users can Edit a Scheduled report by clicking in the (…) Menu, Click Edit, Make the necessary changes, and click Schedule to save.

A visual with workflow is below:

Report Options

Within the Report Options blade, there are five key components to refine: Load Template, Currency, Time Zone, Dimensions, and Metrics.

Templates 

The Report Builder supports templates for all three Product Types. Templates enable users to bypass the initial setup and configuration time necessary to create standardized or frequently used reports. Click Load Template to load any of the other templates available in that level of the Report Builder.  

The Zeta Templates that are available for selection within the Report Options are as follows:

Template Name

Level

Description

Custom

All Levels

This is a custom template. The graph and grid will show the metrics and dimensions that have been applied.

Daily Delivery: Line Item

All Levels

The data grid displays Impressions, Spend, Clicks, CTR, CPC, Conversions, CPA, Client Revenue, and ROAS broken out by date.

Daily Deliver: Impressions

All Levels 

The data grid displays Impressions, Spend, Clicks, CTR, CPC, Conversions, CPA, Client Revenue, and ROAS broken out by date.

Daily Delivery: Ads

All Levels

The data grid displays Impressions, Spend, Clicks, CTR, CPC, Conversions, CPA, Client Revenue, and ROAS broken out by date.

Monthly Delivery: Impressions

All Levels 

The data grid displays Impressions, Spend, Clicks, CTR, CPC, DSP Click Conversions, CPA, Client Revenue, and ROAS broken out by date.

Account Default

Account

The data grid displays Impressions and Spend out by Date, Advertiser Name, Advertiser ID, Campaign Name, Campaign ID, Subnetwork, and Subnetwork ID. This is the default view for Report Builder at the account-level.

Advertiser Default

Advertiser

The data grid displays Impressions and Spend out by Date, Campaign Name, and Campaign ID. This is the default view for Report Builder at the advertiser-level.

Campaign Default

Campaign

The data grid displays Impressions and Spend out by Date, Line Item Name, and Line Item ID. This is the default view for Report Builder at the campaign-level.

Currency

The Report Builder supports 20 currency types for DSP Media. Currently, USD is the only currency option for Partner Media and Site Optimization. 

The DSP converts to using the currency type you select after you click Apply. Currency options are: 

  1. Australian Dollar

  2. Brazilian Real

  3. British Pounds

  4. Canadian Dollars

  5. Chinese Yuan 

  6. Danish Kroner

  7. Euros

  8. Hungarian Forint

  9. Indian Rupee

  10. Japanese Yen

  11. New Zealand Dollar

  12. Norwegian Krone

  13. Polish Zloty

  14. Russian Ruble

  15. Singapore Dollar

  16. South African Rand

  17. Swedish Krona

  18. Swiss Franc

  19. Turkish Lira

  20. US Dollar

Exchange Rates

The DSP maintains a database of daily currency exchange rates and uses this information to display past currency quantities using the rate that applied on the date the activity occurred. However, invoices are based on monthly averages so you may see some variation in totals.

Dimensions

Dimensions are attributes of your data. For example, the dimension Browser indicates the browser in which the Ad was served, for example, "Chrome" or "Firefox", on which an ad was served. 

Use the dimensions multi-select drop-down list to add dimensions to your report. Simply begin typing to view a list of dimensions.  

To remove a dimension, click the X in the dimensions multi-select dropdown.

It is required that you select and apply at least one dimension.

To view the full list of metrics and dimensions available in the Report Builder, refer to the Metrics & Dimensions Dictionary

Metrics

Metrics are quantitative measurements. The metric Clicks is the number of clicks on ads delivered. 

Use the metrics multi-select drop-down list to add metrics to your report. Scroll to see all dimensions available or simply begin typing to view a list of metrics.  

To remove a metric, click the X in the metrics multi-select dropdown.

It is required that you select and apply at least one metric.

To view the full list of metrics and dimensions available in the Report Builder, refer to the Metrics & Dimensions Dictionary. 

Apply

Once you've made all of your selections, click Apply. This will close Report Options and apply your selection to view in the Report Builder.

If you'd like to begin again, click Reset to reset to the last applied settings.

To close the Report Options without applying any changes, click Cancel

Date Selection

The Report Builder's date selection tool is located in the top left corner of the page. The default date selections are noted in the Templates section. 

Click anywhere in the date selection tool to expand the calendar: 

There are three types of date selection in the Report Builder: 

Custom Date Range

The numerical dates that represent a specific date(s) in time with a particular start and finish date and all dates in between. A Custom Date Range can be either one day or a range of days with a specific start and end date. For example, one day: 08/10/2018 or date range: 12/3/2018 - 12/11/2018.

Cadence

Cadence represents the frequency at which a user would like to receive their report and is only used in the Schedule feature. Cadence options are Daily, Weekly, Bi-weekly, Monthly, and Quarterly.

Dynamic Date Range

Non-date specific time periods. For example, "Last Month" and "Last 3 days." In the date selection tool on the main page (shown above), Dynamic Date Ranges can be found in the Shortcuts dropdown. Dynamic Date Ranges are listed with examples in the table below. 

There are 19 Dynamic Date Ranges options. Those marked with an * are only available for the DSP Media Product Type. Those marked with ** are only available for Partner Media and Site Optimization Product Types. The full list of Dynamic Date Ranges is as follows: 

Dynamic Date Ranges

Definition

For example, if I build a report on Tuesday, January 22nd, 2019, when I select a Dynamic Date Range, these are the dates I will get in my report:

Today*

Data available for today, the day the report is built. 

1/22/2019

Yesterday

The day before the day the report is built. 

1/21/2019

Last week**

All days in previous Monday - Sunday week, not counting the Monday - Sunday that the current day falls within.

1/14 - 20/2019

Last 2 days*

Last 2 days, not including the current day.

1/20 - 21/2019

Last 3 days*

Last 3 days, not including the current day.

1/19 - 21/2019

Last 4 days*

Last 4 days, not including the current day.

1/18 - 21/2019

Last 5 days*

Last 5 days, not including the current day.

1/17 - 21/2019

Last 7 days

Last 7 days, not including the current day.

1/15 - 21/2019

Last 14 days*

Last 14 days, not including the current day.

1/8 - 21/2019

Last 28 days*

Last 28 days, not including the current day.

12/25/2018 - 1/21/2019

This month

All days in the current month, not including the current day.

1/1 - 22/2019

Last 30 days**

Last 30 days, not including the current day.

12/23/2018 - 1/21/2019

Last month

All days in the previous month.

12/1 - 31/2018

Last 2 months*

Last 2 months, not including the current month.

11/1/2018 - 12/31/2018

Last 3 months*

Last 3 months, not including the current month.

10/1/2018 - 12/31/2018

Last 6 months*

Last 6 months, not including the current month.

7/1/2018 - 12/31/2018

Week to date**

All days in the current week, not including the current day. Weeks are defined as Monday - Sunday.

1/20 - 21/2019

Quarter to date**

All days in the current quarter, not including the current day.

1/1 - 22/2019

Year to date

All days since the same day in the previous year, not including the current day.

1/22/2018 - 1/21/2019

Some more clarifications on Date Selection in the Report Builder: 

To Schedule a report, you must include a Dynamic Date Range that runs over the course of a Custom Date Range.

To save a report, you must have a Custom Date Range, but cannot include a Dynamic Date Range.

Campaign Lifetime is considered a Custom Date Range.

Where do I pick dates?

Date Selection options are available in several areas of the Report Builder: top left-hand of the main page, Schedule, and Save features.

FAQs

Question

Answer

How often is my data refreshed?

The ETL for DSP Media data runs hourly. If you need data from within the last hour, you must return to the Report Builder after an hour.

The ETL for Partner Media and Site Optimization runs nightly. If you need data from within the last day, you must return to the Report Builder the next day.

Where can I review metrics and dimensions definitions?

You can review all metrics and dimension definitions is the Metrics & Dimensions Dictionary. 

What happened to metric sets?

Metric Sets were useful and popular groupings of Metrics that allowed users to get a quick picture of your campaigns from a particular standpoint. Metric Sets were replaced by Templates in the Report Builder. 

What does RF mean in my report?

RF abbreviates Zeta and indicates the metric includes only Zeta-specific data.

Can I share my scheduled report, saved template, or saved report?

Yes, you can share each via email using the share feature. Your scheduled reports, saved templates, and saved reports are available in the UI to you alone

How long is data stored for?

Zeta's data retention policies are set based on the data types available in each analytics tool. For example, aggregated data is kept for 3 years and hourly data is stored for 60 days.

What are the rounding rules in the Report Builder?

The Report Builder will round all values to the 2nd decimal if the value is > 1 and 4th decimal or first not zero if the value is < 1. All actual values can be seen in the export of the report.

How can I sort my Data?

Users can sort the following columns:

  • Date (in decreasing order)

  • Spend (in increasing order)

  • Impressions (in decreasing order)


Multi-grid sorting can be performed by holding shift when selecting the 2nd and 3rd columns