Scheduled Reports

Overview

Manage the scheduled reports you have created. You can view, pause, activate, run immediately and/or delete any of your reports.

Getting Started

Access the Scheduled Reports screen at the Network level. Choose Reports and then Scheduled Reports. The DSP displays a screen like the following:
The DSP organizes reports on a per user basis. Thus, when you visit this screen the DSP displays only reports you have created for yourself.

Scheduled Report Features

Feature

Description

2 Scheduled Reports

Indicates the number of reports you currently own, in this example, two.

Filter

When you have many reports, use this text box to easily find one. Enter a few characters of a report's name. The DSP displays all reports with matching names.

+Custom Query Report

Select to create a custom query report.

Table Columns

Column

Description

Name

Name you specified when you created the report.

Type

The report type. This column is useful for remembering whether the report is at the Network, Company, or Campaign level.

Status

Choose Paused to cause the DSP to stop sending you the corresponding report. When a report is paused, choose Live to resume periodic sending of the report.

Frequency

The DSP displays how often the report is being sent.

Last Run

Indicates the last time the report was run/sent, whether by the DSP or manually.

Next Run

Indicates the next date on which the report is to be run.

Error Status

A value of "Yes" indicates that the DSP encountered an error processing the report. In this event re-examine your query for errors, correct, and try again.

Actions

  • Download -  Choose to export a copy of the report results to a CSV file formatted identically to that of emailed reports. This feature is only available if the report has been run in the past 14 days. (If it has not, you may use the Run Report action (see next) to run it now.) Upon choosing the feature, use the date picker to choose the date on which the report is to start. (If the report has not been run in the past 14 days it will not be possible to choose any date.) The DSP saves the report as a CSV file.

  • Run Report - Choose to immediately send yourself a copy of this report. Note that if the DSP happens to be running this report for you at the time already, you will receive only one copy.

  • Delete - Choose to remove this report and cause it to no longer fire. Use this feature carefully as the DSP does not confirm this action.

Creating a Report

Query Reports are advanced level reports that should be created only with the help of your Programmatic Support Team. The schedule a regular email report at the Network, Company or Campaign level, follow the basic procedure below:

  1. Select + Custom Query Report

  2. Fill in the fields. Reference the table below for more information.

    • Report Information Fields

    • Email Delivery Fields

    • S3 Delivery Fields

  3. When you are ready, hit Save to preserve your changes. 

Report Information Fields

Information Field

Description

Report Name

Enter a descriptive name for the report that will make it easy for you to later remember its purpose from the Manage screen.

Report Description

Enter a more detailed description.

Query

Fill out this field as directed by your Programmatic Support team.

Query Description

Fill out this field as directed by your Programmatic Support team.

Report Schedule

Choose the frequency of the report execution and delivery.

  • Daily: We send the report each day, including on weekends.

  • Weekly: We send a Weekly report every seven days, beginning on the Delivery Start Date you specify in the text field.

  • Bi-Weekly: We send a Bi-Weekly report every fourteen days, beginning on the Delivery Start Date.

  • Monthly: We send monthly reports on the same day every month, beginning with the Delivery Start Date. If you choose a day that is so late in the month that some months do not have it, in those months we send the report on the month's last day.

  • Quarterly: We treat the Quarter as three months combined, so we Quarterly send the report on the same day every quarter, again on the last day of the quarter should its last month happen to have fewer days than the day you started the report.

Delivery Start Date

Choose the first date on which the DSP is to run the report.

Delivery End Date

(Optional) If the report is to run only for a limited time, choose the last date on which it is to run. You may leave this field blank if you wish it to run indefinitely. Note that it is also possible to unsubscribe from a report via a link in the report email itself.

Delivery Time

Enter as text the time of day to deliver the report; this time is calculated according to the time zone you choose in the next field. Specify time using the 12-hour clock. After the time enter either AM or PM to indicate before noon or after, respectively. This field does not support the 24-hour clock. It is wise to allow at least two hours after the last data event of interest before sending the report. In addition, some small amount of data can still appear up to two days later if the DSP needs to ingest third-party data.

Time Zone

Choose the time zone the DSP should use when calculating the time to deliver the report.

CSV File Name

Enter the name of the file attachment in the report email.

Delivery Method

Choose Email to have the report sent to the email address you specify in the next field.

Choose S3 to have the report sent to your S3 account. S3 (Simple Storage Service) is an online file storage web service offered by Amazon Web Services.

Email Delivery Fields

Field

Description

Recipients

Enter the email address of each person to receive the report. Clients can see on their DSP screens reports that you assign them.

Subject

Enter the subject line for the report email.

Message

Enter any words of explanation you want to appear in the report email message.

S3 Delivery Fields

Field

Description

Access Key and Secret Key

Enter the Access and Secret Keys for your S3 account into these two fields so that the DSP can access your S3 account and store reports files there.

Path

Enter the S3 path location where the DSP should store your reports.

Region

(Optional) Enter your S3 region. Examples of region names:

  • us-east-1

  • us-west-2

  • us-west-1

  • eu-west-1

  • eu-central-1

  • ap-southeast-1

  • ap-northeast-1

  • ap-southeast-2

  • ap-northeast-2

  • sa-east-1

When you have entered all of your required information, choose Connect. The DSP performs an immediate credentials check with S3 and reports the outcome. If the DSP reports an error, check and correct your information and try again.