Knowledge Base

LiveIntent Reporting Guide

Using LiveIntent’s reporting, advertisers and publishers alike can gain deeper insights into their performance. From creatives to geo-targeting, our metrics can help companies gain a better understanding of how their money is being spent or earned.

Knowing the role that data plays in every day decision making, LiveIntent is rolling out a new reporting tab that will help companies create reports faster, quickly measure inventory and campaign performance metrics, and allow individuals to set-up scheduled reports with ease.

Below, you will find step-by-step instructions that outline how to take advantage of our new reporting interface!

Accessing Reporting 

  1. Log into the LiveIntent Platform (https://platform.liveintent.com/
  2. Click on the "Reporting" tab on the navigation pane
  3. Click "Create a New Report" button on the right-side of the page  

The new reporting tab can be found at the top of the navigation bar, and looks like this:

 ReportingToolBar.png

 

Generating a New Report

Within the new reporting tab, the process to generate reports is the same as it was when reporting was siloed under either campaign or inventory manager. Advertisers OR publishers will be directed to the same reporting template that existed previously. From here, the steps to create a report are the same (outlined in the next section). To generate a report after going to the reporting tab, click “Create New Report” in the top right corner of the page.

ReportingImage.png

For companies that are both an advertiser AND a publisher, the workflow changes slightly.

Now, under the reporting tab on the navigation bar, companies will have the choice of creating a campaign manager or an inventory manager report. After choosing the type of report one wants to create, one’s workflow to generate a report will be the same as before. Below is an example of what one will see when choosing between a campaign manager or inventory manager report:

Reporting_PubandAdvertiser.png

 

How to customize your report 

When customizing a report, date range, time granularity, splits, filters, and metrics can all vary depending on preference. Here are all the ways a report can be customized:

 

HowtoCustomizeReport.png

What do you want in the report?

  • Report Type (for Publishers Only): Choose to generate a custom, Native, or Key Value Pair report
  • Query Range: Select the duration for your report from the dropdown. You can choose a (1) dynamic date range that updates dynamically based on today's date (like Week to Date, Month to Date, Quarter to Date, Year to Date, Past 30 Days, and more); or an (2) absolute date range that will be a fixed period defined by a Start and End Date
  • Time Granularity: Select if you’d like reporting breakdown by day, week, month, or all 
  • Splits: These determine how the data in your report will be broken down. Column placement will be based on the displayed order of the splits you've selected from left to right.
  • Inexact Splits: These data fields are directional, meaning they use sample data and therefore are probabilistic. Whereas exact splits can be determined with certainty, inexact splits must rely on sample data to extrapolate these fields. In your report, you may find data associated with an “empty value” – this is data that cannot be tied back to a specific split.
  • Filters:  Choose and narrow the options that you’d like to see in your final report. Please note that age and gender are inexact splits.
  • Metrics: Here you can select or unselect the metrics you'd like to report on for each of your split combinations

Valid Splits

Advertiser Publisher

Exact data

  • Advertiser ID
  • Advertiser Name
  • Budget Type
  • Campaign ID
  • Campaign Name
  • Campaign Budget
  • Campaign Start Date
  • Campaign End Date
  • Campaign Bid Amount
  • Creative ID
  • Creative Name
  • Creative Size
  • Creative URL
  • Click-Through URL
  • Demand Type
  • Guaranteed
  • Line Item ID
  • Line Item Name
  • Line Item Start Date
  • Line Item End Date
  • Line Item Bid Amount
  • Line Item Budget
  • Pacing
  • Publisher ID
  • Status

Exact data

  • Advertiser ID
  • Advertiser Name
  • Budget Type
  • Demand Type
  • Mail Type
  • Creative ID
  • Creative Name
  • Publisher ID
  • Publisher Name
  • Template ID
  • Template Name
  • Section ID
  • Section Name
  • Campaign ID
  • Campaign Name
  • Campaign Start Date
  • Campaign End Date
  • Campaign Bid Amount
  • Campaign Budget
  • Line Item Start Date
  • Line Item End Date
  • Line Item Bid Amount
  • Line Item Budget
  • Line Item ID
  • Line Item Name
  • Creative ID
  • Creative Name
  • Creative Size
  • Creative URL
  • Click-Through URL
  • Bidder ID
  • Bidder Seat
  • Bidder Campaign ID
  • Deal ID
  • Status
  • Pacing
  • Guaranteed

Inexact data (estimated values based on sampled data)

  • Age
  • Gender
  • Device Type
  • Metro (DMA)
  • Country
  • Region
  • OS
  • Browser
 

Inexact data (estimated values based on sampled data)

  • Advertiser Domain
  • Age
  • Browser
  • Country
  • Device Type
  • Device Maker
  • Email Domain
  • Gender
  • ISP
  • Metro
  • List
  • OS
  • Placement ID
  • Region

 Valid Metrics

Advertiser Publisher
  • Impressions
  • Clicks
  • Conversions
  • Post View Conversions
  • Advertiser Spent
  • GrossECPM
  • GrossECPC
  • GrossECPA
  • CTR
  • CCR
  • UPA
  • ROAS
  • First Impressions
  • Impressions
  • Reopens
  • Clicks
  • Conversions
  • Post View Conversions
  • Publisher Revenue
  • NetECPM
  • CTR
  • CCR
  • Fill Rate
  • UPA

 

New Feature: Custom Column Ordering

In addition to the new reporting tab, we’ve introduced the ability to implement custom column ordering for Reporting. You can now customize your column ordering based on both exact and inexact splits as well as metrics, with the column naming appearing in the list to the right where you can then use the arrows to specify where you would like the column to live. 

ColumnSorting.png

Scheduling your report 

Click “Add A Schedule,” and Confirm your delivery frequency (Daily, Weekly Monthly), Start and end times for the delivery duration, and delivery time (Morning, Afternoon, Evening).  

TIP! Have team members who should also receive a report? Just add them by clicking “Add a Recipient”. 

PLEASE NOTE: To schedule a report, it must have at least one recipient. That one recipient does not have to be the user creating the report, however. 

SchedulingYourReport.png

 

Receiving Your Report

Your scheduled reports will be sent via email. You will receive a separate email for each report that you generate. The report will be sent as a zip file. 

Starting September 23, 2019, reports will be sent as both a zip file and an S3 link. On October 3, 2019, automated reports will only include an S3 link. 

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