Instant reporting

Instant reporting allows you to see data immediately when it's available, instead of waiting for a report to run and then downloading the file for offline viewing. Instant reporting can save time when you're looking for quick performance checks, ad-hoc reports, and routine analysis of common dimensions and metrics. Instant reports can be single use or saved for later, and also made into visualizations like bar and pie charts. Larger and more complex reports can be saved and downloaded, and retrieved from the report list at a later time.

On this page


Create and run a report

  1. From Report builder, click New report> Instant reporting(Campaign Manager 360). From Reports> Instant & offline> Instant reportingclick New instant report(Display & Video 360).
  2. Click Saveto add your report to your report list.
    • To edit the name of your report, click the edit icon.
    • To name and save your report, click Save as.
    • To clear the name and all dimensions and metrics, click Reset.
  3. To download all of the rows in your report, click the download icon.

Schedule and share reports

  1. Navigate to the report that you want to schedule or deliver.
  2. Click the Schedule and deliveryicon.
  3. Toggle the Schedule statussetting to turn on scheduling, then set your preferred timezone, frequency, and date range.
    • Note: Scheduled instant reports are delivered at midnight during the selected timezone.
  4. Choose a file format from the Formatdropdown.
  5. Toggle the Deliverysetting to turn on email delivery.
    1. Select Attachmentor Link to reportunder "Format".
    2. Select the Email ownercheckbox to receive emailed reports.
    3. Click + Add peopleand enter the email addresses to send emailed reports to other users.
  6. Click Save.
Note: When an instant report is shared with another user, only the report files are shared and not the report itself. The user won't have access to run the report, but the shared report files will be available in the "Files" column.

Floodlight configuration (Campaign Manager 360 only)

If you want to run a report with Custom Floodlight variables, you must first choose a Floodlight configuration before running it.

  1. From the New Instant Reportpage, navigate to the “Search metrics and dimensions” section.
  2. Search for “custom floodlight variable”.
  3. From the “Add filter” bar, select Floodlight Configuration.
  4. Select a configuration from the list and click Apply.

Learn more about Custom Floodlight variables


Download and export your report

After you’ve created your report, you can download it to your local device or export it directly to Google Drive as a Google Sheet.

Download your report

  1. Select the report you want to download on the Instant reporting page.
  2. Select Download.
  3. Save the report as a .csv or Excel file to download it directly to your device.

If you need to upload your report to Google Drive later, review the steps provided in Upload files & folders to Google Drive .

Export your report to Google Drive

  1. Select the report you want to download on the Instant reporting page.
  2. Select Download.
  3. Save the report as a Google Sheet.
  4. Follow the steps to confirm and authenticate the account to grant access to Google Drive. After authentication, your file will be exported to Google Drive.

Download and Export Errors

Sometimes, the export process might fail even though the download is successful. This usually happens when there's an issue saving the file to your Google Drive.

If your download is successful but the export fails:

  • You will still have a copy of the report saved to your local computer.
  • The notification message will tell you that your download was successful, but the export failed.

If the export is successful, you'll receive a notification message with a link to access the file directly on the website.

When you choose to download the file from the download menu, you will see notification messages indicating the download progress.

Tip:You can use the files view for a report to see previously run reports, check the status of a report that's currently running, as well as upload it to Google Drive. To upload a report to Google Drive using this option, open the files view for the report, and click Save to Drive.

Running a YouTube Report (Display & Video 360 only)

If you’re running a report based on YouTube activity, you'll need to include YouTube specific metrics and dimensions. These metrics and dimensions may not be compatible with other metrics and dimensions from standard reports.

To avoid any compatibility issues, you can select one of these reporting templates for YouTube:

  • YouTube Conversions
  • YouTube Standard

You can also choose to build an empty report, using the following YouTube specific metrics and dimensions:

Dimensions

  • Age (YouTube)
  • Asset
  • Asset (upgraded Location)
  • Asset (upgraded)
  • Asset Status
  • Asset Status (upgraded Location)
  • Asset Status (upgraded)
  • Asset Type
  • Asset Type (upgraded Location)
  • Asset Type (upgraded)
  • Audience Segment
  • Audience Segment Type
  • Brand Lift Type
  • Country (YouTube)
  • Detailed Demographics
  • Detailed Demographics ID
  • Household Income
  • Interest
  • Life Events
  • Optimized Targeting
  • Parental Status
  • Placement (All YouTube Channels)
  • Placement (All)
  • Placement (Managed)
  • Placement ID (Managed)
  • Placement Name (All YouTube Channels)
  • Remarketing List
  • Remarketing List ID
  • Video Duration
  • YouTube Ad
  • YouTube Ad Format
  • YouTube Ad Group
  • YouTube Ad Group ID
  • YouTube Ad ID
  • YouTube Ad Type
  • YouTube Ad Video
  • YouTube Ad Video ID

Metrics

  • All YouTube Sequence Impressions
  • Average Impression Frequency per User
  • Average Impression Frequency per User (7 days)
  • Brand Lift: Absolute Brand Lift
  • Brand Lift: All Survey Responses
  • Brand Lift: Baseline Positive Response Rate
  • Brand Lift: Baseline Survey Responses
  • Brand Lift: Cost Per Lifted User
  • Brand Lift: Exposed Survey Responses
  • Brand Lift: Headroom Brand Lift
  • Brand Lift: Relative Brand Lift
  • Brand Lift: Users
  • Card Clicks
  • Conversions
  • Cost / Conversion (Advertiser Currency)
  • Cost / Conversion (USD)
  • Earned Likes
  • Earned Playlist Additions
  • Earned Shares
  • Earned Subscribers
  • Earned Views
  • Engagement Rate (YouTube)
  • Engagements (YouTube)
  • Impressions (Co-viewed)
  • Store Visit Conversions
  • Total Conversion Value (Partner Currency)
  • Total Conversion Value (USD)
  • Total Users
  • Unique Viewers
  • View Conversion Rate
  • View through Conversion
  • View-through Store Visits
Tip:Before adding additional metrics or dimensions for your report, filter the list so that only the compatible metrics and dimensions are shown.
  1. Click the 3-dot icon on the right side of the “Search metrics and dimensions” bar.
  2. Make sure that the toggle switchis offfor the “Show incompatible” option.
  3. The list will now show only the metrics and dimensions that are compatible with the report you’re building.

Report properties

  1. Choose the date range to report on.
  2. Drag dimensions into the Rowarea and metrics into the Columnarea.
  3. Click filterto select filters.
Filters Limit the data in your report by using the Advertiser filter. A maximum of 800 entities will be displayed in the filter, and you can use search terms to further narrow down the list.
Dimensions Descriptors that aren't numerical totals like clicks or impressions. For example, choose Ad type to report on how a given type of ad is performing.
Metrics Units of measurement like clicks, conversions or impressions. They are often expressed as numerical totals or percentages.

Your report might need time to load. You can still modify the report properties as the report loads.

  • If your report is taking a longer time to load, you can click Downloadto download your report first.
  • If your report can't be loaded, you can try limiting the date range or removing metrics and dimensions. Or, you can click Downloadto download your report and see the full data.

Using the regex filter for reports

You have the option of adding free text filters or regex filters to filter data in your reports instead of selecting existing filters.

If you use the same regex filter more than once in your report, the report will be download only.

With regex filters, you have the option of filtering out results using the “OR” and “AND” operators.

Note: You can only use regex filters for the following dimensions:

Display & Video 360

  • Budget Segment Name name
  • Domain name
  • Keyword name
  • Subdomain name

Campaign Manager 360

  • Domain name
  • Subdomain name
  • Natural Search Engine Country name
  • Natural Search Engine Property name
  • Natural Search Landing Page Query String name
  • Natural Search Landing Page name
  • Natural Search Processed Landing Page Query String name
  • Natural Search Processed Landing Page name
  • Natural Search Query name
  • Paid Search Ad Group name
  • Paid Search Ad name
  • Paid Search Advertiser name
  • Paid Search Agency name
  • Paid Search Bid Strategy name
  • Paid Search Campaign name
  • Paid Search Engine Account name
  • Paid Search Keyword name
  • Paid Search Landing Page URL name

Filtering using an OR operator

When the samefree text filters are added to the report multiple times, it uses an OR operator.

For example, if you add a filter to see how your campaign is doing on websites with domain names containing “shoes” and another filter for websites with domain names containing “bags”, the filtered results will generate data for websites with domain names containing either “bags” or “shoes”.

To use regex filters using an OR operator, follow these steps:

  1. Go to Instant & offlinewithin the Reportsmenu.
  2. Click New Instant Reportor edit an existing report.
  3. In the report builder, click the filter iconfilter.
  4. Choose a dimension to filter by.
  5. In the dropdown, select any of the options available for type of matching.
  6. Enter the filter value.

Filtering using an AND operator

If you need to retrieve results based on multiple filtering conditions on the same filter using the AND operator, you can use the “regex match” option by following the steps below:

  1. Go to Instant & offlinewithin the Reportsmenu.
  2. Click New Instant Reportor edit an existing report.
  3. In the report builder, click the filter iconfilter.
  4. Choose a dimension to filter by.
  5. In the dropdown, select regex matchesas the type of matching.
  6. Enter a regex matching expression as the filter value. Read the example below on how to get the regex matching expression.

Example

If you’re looking for filtered data to examine how the keywords “checkout” and “sale” are performing, you can use the following regex matching expression: (checkout.*sale|sale.*checkout)

To generate similar regex matching expressions, you can use AI tools and enter prompts like “give me a regex to filter strings that <the filtering condition> without using look aheads”.


Scheduled report limitations

  • Scheduled reports that haven't been downloaded for more than 60 days or have failed to run for more than 30 days get deactivated. These reports can be reactivated at any time.
  • Scheduled reports will no longer run if you lose reporting permissions or access to data for the advertiser or account.
  • The report owner must be active for scheduled reports to run. You can duplicate the report with a new user to start generating reports again.
  • CSV files in scheduled reports are zipped when over 200KB. Attachments in scheduled report emails are limited to 25MB.
  • Some metrics and dimensions may be unavailable depending on your user role.

Data in reports

Visualize data

You can choose how to visualize your data. By default, the visualization type is set to Flat table. Other visualizations include Bar, Time Series(line), Pie, and Scatter.

  1. Click the visualization type and select from the dropdown. You might need to remove dimensions and metrics for some visualization types. You can add any removed dimensions and metrics when the visualization type is Flat Table.

Pivot data

Add pivots to your table to view data for specific segments, such as a Floodlight activity. Note that reports with pivoted metrics are download only.

  1. Add a “Pivot metric" to the Columnarea.
  2. Click the Pivot metric.
  3. Click Apply.

If you have multiple pivoted metrics, the report will not run if they are pivoted on different segments. Currently, you can pivot data for the following metrics:

Conversion metrics (Campaign Manager 360 only)

The following metrics can be segmented by Floodlight activities:

  • Click-through Conversions
  • Click-through Revenue
  • Floodlight: Paid Search Action Conversion Percentage
  • Floodlight: Paid Search Average CM360 Transaction Amount
  • Floodlight: Paid Search Average Cost Per Action
  • Floodlight: Paid Search Average Cost Per Transaction
  • Floodlight: Paid Search Spend Per Transaction Revenue
  • Floodlight: Paid Search Transaction Conversion Percentage
  • Floodlight: Paid Search Transaction Revenue Per Spend
  • Natural Search Actions
  • Natural Search Revenue
  • Natural Search Transactions
  • Paid Search Actions
  • Paid Search Revenue
  • Paid Search Transactions
  • Total Conversions
  • Total Revenue
  • View-through Conversions
  • View-through Revenue

Unique Reach metrics

You can find pivoted Unique Reach metrics under the "Unique Reach by Frequency (pivoted)" section. The following metrics can be segmented by frequency:

  • Unique Reach: Click Reach (pivoted)
  • Unique Reach: Impression Reach (pivoted)
  • Unique Reach: Impression Reach (Co-Viewed) (pivoted)
  • Unique Reach: Total Reach (pivoted)
  • Unique Reach: Total Reach (Co-Viewed) (pivoted)
  • Unique Reach: Viewable Impression Reach (pivoted)

For Unique Reach metrics, the report will not run unless all the frequency segments are selected.

Unique Reach Overlap metrics

The following metrics can be segmented by Unique Reach overlap dimensions:

  • Unique Reach: Overlap Click Reach (pivoted)
  • Unique Reach: Overlap Click Reach Percent (pivoted)
  • Unique Reach: Overlap Impression Reach (pivoted)
  • Unique Reach: Overlap Impression Reach Percent (pivoted)
  • Unique Reach: Overlap Total Reach (pivoted)
  • Unique Reach: Overlap Total Reach Percent (pivoted)
  • Unique Reach: Overlap Viewable Impression Reach (pivoted)
  • Unique Reach: Overlap Viewable Impression Reach Percent (pivoted)

Unique Reach Overlap metrics work differently from other pivoted metrics. To pivot a Unique Reach Overlap metric:

  1. Click to expand the “Unique Reach Overlap (pivoted)” section.
  2. Drag a pivoted metric to the Columnarea.
  3. Drag one or more of the following dimensions to the Rowarea:
    • For Campaign Manager 360:
      • Country
      • Advertiser
      • Campaign
      • Site (CM360)
      • Date
      • Week
      • Month
    • For Display & Video 360:
      • Country
      • Advertiser
      • Advertiser ID
      • Advertiser Integration Code
      • Advertiser Status
      • Insertion Order
      • Insertion Order ID
      • Insertion Order Integration Code
      • Insertion Order Status
      • Partner
      • Partner ID
      • Partner Status
      • Date
      • Week
      • Month

Rich media metrics

The following metric can be segmented by rich media events:

  • Rich Media Metrics (pivoted)

Custom Data

You can use existing metrics to create custom data and calculate new metrics.

  1. Click + Custom Data
  2. Give your data a name and description.
  3. Add metrics and mathematical operators to calculate your metric.
  4. (Optional) To display your calculation as a percentage, change Data formatfrom Number (123)to Percent (%).
  5. Click Applyto create the metric.

Example custom data

Revenue eCPA (Display & Video 360 only)

To see the amount of revenue generated by each conversion:

  1. Click + Custom Data
  2. Add the Revenuemetric.
  3. Select the division symbol.
  4. Add the Conversionsmetric.
  5. Click Apply.

Time series chart as compared to a goal

To create a time series chart with a goal line:

  1. Drag Click Rateinto Columnarea.
  2. Drag Dateinto Rowarea.
  3. Click + Custom Data
  4. Name the data "CTR Goal".
  5. Change Data formatto Percent (%).
  6. Enter your goal, (a value of .02 will show as 2%) and click Apply.
  7. Change chart type from Flat tableto Time Series.
  8. Toggle Secondary y-axisoff.

Limitations

  • Data may not be available depending on your user role.

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