Report Builder

Enabling decision-making and allowing users the opportunity to investigate and solve all kinds of identified issues, reporting has stood out as a turnkey solution since time immemorial. The process of reporting begins by compiling and reviewing the information within a specific functional area where performance is monitored and measured. Once the gathered information has been reviewed, conclusions are drawn and recommendations are made. The reports might end up explaining why an issue has occurred and eventually will recommend a course of action to fight the same.

On this front, the Zeta DSP has its very own Report Builder, which allows you to analyze data in our system. With the Report Builder, you will be able to slice the data in many different ways to accomplish various different goals and also navigate to the sliced data quickly and easily. Additionally, you can keep closer tabs on your DSP Campaigns, Advertisers, and Accounts. The DSP Report Builder also allows you to export reports and/or share them with partners directly from the platform.

Navigation

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

Account Level

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

Click on the DSP logo in the upper left corner. Within the menu that appears for Advertisers and Admin, navigate to Admin > Account Analytics > Report Builder.

Advertiser Level

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

Click on the DSP logo in the upper left corner. Within the menu that appears for Advertisers and Admin, select the Account that contains your advertiser, and then select your Advertiser.

• The DSP shows all the Advertiser's campaigns. 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. Click on the DSP logo in the upper left corner. Within the menu that appears for Advertisers and Admin, select the Account that contains your advertiser, and then select your Advertiser.

• The DSP shows all the advertiser's campaigns. Within the Campaign Grid, select a Campaign.

• From the breadcrumb menu at the top of the screen, hover over to Manage Campaign and select Campaign Analytics.

• From the same breadcrumb menu, 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

Within Summary View, you 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 on 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: 

Search

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

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

Rearrange

Change the order in which 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

You 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 types of Charts available 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

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:

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: 

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: 

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