What is Custom Report?
Custom reports provide advertisers the ability to create customized reports on multiple dimensions (such as account ID, campaign ID, ad ID, ad descriptions, site, platform, day, week, OS, browser etc.) and metrics (such as clicks, impressions, spend, CVR, ROAS etc.) through simple drag and drop customization, filtering and sorting - all within a single interface.
For advertisers, this customized reporting capability is crucial to understand performance data better and make faster decisions aimed towards optimizing campaigns.
The custom reports can be easily downloaded as a csv file.
Why use Custom Report?
Save time - avoid unnecessary back and forth between brands and account managers to create reports with customized parameters
Faster data analysis - generate reports with the metrics that you want to better analyze campaign performance
Improved efficiency - reduce manual effort in creating custom reports
How to use Custom Report?
Access the ‘Reports’ section from the side panel in your Realize dashboard to get an overview of all the reports that you have created.
To start creating your custom reports, click on the ‘New Report’ button which will open two options, now select ‘Custom Report’.
Give your new report a name and select the desired timeframe for data that you want to analyze.
Select multiple ‘Dimensions’ that will form the rows of your report. Simply drag and drop these Dimensions into the Dimension bucket.
Currently, we have added a limit to the number of ‘targeting dimensions’ that can be selected per report. You can select up to 2 targeting dimensions after which a pop message can be seen against other targeting dimensions. This is a safeguard to protect the platform from heavy queries.
Now select the ‘Metrics’ that will form columns of your report. You can drag and drop the chosen Metrics into the Metrics bucket.
You will see that data will start populating in the report section, and you can also move the order of metrics and dimensions in your report.
Please note that Metrics can not be added to the Dimension bucket and vice versa.
You can also filter the report by selecting the desired Campaign IDs using the filter button at the top.
Once done, save your report with the chosen parameters and you can also export the report by clicking on the ‘Export’ button and a csv file will be downloaded on your computer.
FAQ
FAQ
Can I create custom reports at the network level?
No, currently custom reports can be created at the account level.
Can I schedule my custom reports to be delivered to my mailbox?
In the future yes, but currently scheduling of custom report is not available.
What file formats are supported for downloading reports?
Currently, reports can only be downloaded in CSV format.
✅ If you have any questions or concerns, please contact your Account Manager or reach out via chat within Realize.