Use and manage your report

Once you've set up a new report, read through this article to learn how you can use and manage your report.

Drill down into your data

Use the drill down feature to get more granular insights by filtering into the following dimensions:

Network dimensions:

  • Channel > Campaign name > Adgroup name > Ad name
  • Campaign ID > Adgroup name > Ad name

Attribution dimensions:

  • Network (Attribution) > Campaign (Attribution) > Adgroup (Attribution) > Creative (Attribution)

Activate drill down

To check if your data supports the drill down feature, do the following:

  1. Hover over the row for the dimension in the report. A link appears if drill down is available.
  2. Select the link to dig deeper into your data.

As soon as you drill down into a dimension, the icon appears next to that dimension under Table > Dimensions. This icon indicates that the drill down feature is active. The drilled down dimension also appears next to the originally selected dimension.

Exit drill down

To exit the drill down feature, do one of the following:

  • Select the icon next to the dimension under Table > Dimensions.
  • Use the breadcrumb navigation above the report to go back to the dimension that you drilled down from.

Apply heatmaps to metric columns

Use the color heatmap option on your metric columns to visualize the highest- and lowest- values for a specific metric against the selected dimensions.

To apply a color heatmap to a column, follow these steps:

  1. Select the column on which you want to apply the heatmap.
  2. Select Color heatmap, and choose the color.

Your color heatmap is now visible. Dark shades indicate higher values, and light shades indicate lower values.

You can apply color heatmaps to multiple metric columns in the report. To remove a color heatmap from a column, select the column, then select Color heatmap, and then select No heatmap.

Filter by condition

Select in any table column to filter the display of data in the table. Select Add condition to add multiple filter conditions.

When you filter by condition you can apply as many conditions as you like. There are two available types of condition: name-based and value-based. You can use any combination of these types in a single filter.

  • Name-based conditions filter by “name” values within a dimension.

Example: Text contains Creative_C

  • Value-based conditions filter a KPI value tied to a dimension.

Example: Greater than 1000

Name-based conditions filter by “name” values within a dimension.

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When adding in-column filters, make sure to use the correct syntax. Use the table below as a reference.

Condition options
Dimension filters
  • Contains: shows rows that contain your input.
  • Does not contain: shows rows that exclude the exact match of your input.
  • Matches exactly: shows rows that match your input exactly.

    • Combine conditions for the most granular filtering.

    Example filter:  Contains: "Channel A", Contains: "Channel B", Does not contain: "Channel C". shows campaigns with both Channel A and B, but not Channel C.
    Result:  Shows campaigns with both Channel A and B, but not Channel C.
    Metric filters
  • Greater than: shows rows with values greater than your input.
  • Greater than or equal to: shows rows with values greater than or equal to your input.
  • Less than: shows rows with values less than your input.
  • Less than or equal to: shows rows with values less than or equal to your input.
  • Equal to: shows rows with values equal to your input.

    • You can also combine filters to see a range of values.

    Example filter:  Greater than: 100, Less than or equal to 1000.
    Results: Shows rows with values between 101 and 1000.

    Manage your report

    You can perform different tasks with your report based on its save status.

    Before you save your report

    Before you save your report under All reports, you can do the following:

    • Select to copy a link to your report. Your report includes your charts and color heatmap selection. You can share the link with a stakeholder.
    • Select to download the displayed report as a CSV file.

    Saving your report

    To save your report under All reports:

    1. Select
    2. Enter a name for the report.
    3. Select your sharing settings:
      • Private (default): Only available to you on the report list
      • Public: Available for anyone in your team on the report list
    4. Select Save.

    After you save your report

    After you save your report under All reports, you can do the following:

    • Select to add your report as a favorite in the sidebar. You can quickly access your report from the sidebar.
    • Select to perform the following tasks:
      • Rename the report
      • Modify report visibility settings
      • Delete the report
    • Select to copy a link to your report. Your report includes your charts selection. You can share the link with a stakeholder.
    • Select to download the displayed report as a CSV file.
    • If you make any changes to a saved report, you need to select Reload data to update the report. Then, you can do the following:
      • Select Save to save changes to the same report.
      • Select Save as new to create a new report under All reports.