Creating custom reports

Custom reports allow you to focus on the details you need to know.


Creating Custom Statistic Reports

Custom reports allow you to give your advertisers and publishers hand-tailored metrics and numbers. The reports can be any mix of filters and settings. As well, you can save your report settings for later, and run multiple reports using the template. Custom reports are one of our newest features, as requested by our customers.

The old report tool is still available from the AdButler Dashboard however we recommend using the Statistics and Statistics Reports tools for in-depth reporting and filtering.



1. Creating a Report

To begin, navigate to the statistics section of the dashboard.



Once you click on the statistics reports section, you will see the option to create a new report. This is also where you'll see your saved reports for future use, but we will get to that in just a moment.



2. Setting the Filters

Here is where the settings for the report are chosen and the report is viewed. Each option has a drop-down menu to choose your preferences for each individual report.

Filters are the criteria through which you can restrict your results. By default, the filters include all of the available options. By moving through them, you can narrow down your report to be as specific as you want it to be. The filters also affect each other. Choosing one publisher will automatically select all of that publisher's options in the filters. Similarly, selecting a zone will also select that publisher, but not all that publisher's options. Moving down the selection from the top will eliminate redundant results in the filters below.

First, we will select the type of report that we would like the new report to be based on, such as Ad items, Campaigns, Zones, Publishers, Advertisers, Geographic Targets, or you can select Overview for results for your options overall.

Second, we can select which columns we can see in the generated report.

Next will be our filters. We can select individual publishers or the zones inside them. We can select individual advertisers, the campaigns inside the advertisers or the individual ad items inside each campaign,

Last, there are date options. Here was can select a time frame that we would like the stats based on, as well as being able to select a time frame to group the statistics together.



Please make sure to adjust your time zone as well, for more accurate reporting in your current time zone.



3. Generating the Report

Now we can generate our reports by clicking "Generate Report." A report based on the selected stats will now display. At this point, you can save these settings for use again by clicking "Save Settings." You may also want to use this option when generating monthly reports for a specific advertiser so you can give them similar reports every month. The generated report can also be downloaded as a CSV by clicking the download icon.



4. Saving your reports

Now that you have completed your reports, you can save them for a later date or if you need to keep them for other users to view. When you hit save a report, you'll be able to name your report and save. Your saved reports will appear on the previous page, just under the "New Report" option.


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