Create Ad-hoc Campaign Reports

You can filter and export specific campaigns to include in your report.

1. In the Report name field, enter a name for your report. The name must be alphanumeric, start with a letter, and be less than 128 characters long.
2. In the Teams list, select a team (note that this option is visible only if the Teams feature is enabled for your workspace). To create a report using data from multiple teams, simply select all desired teams from the list; just ensure you have the necessary access permissions for each team you include.
3. In the Campaign channels list, select the channel and delivery types for which you want to export campaign data. The number of selected combinations is displayed. You can hover over the number to see the list of selected channels and delivery types.
4. In the Campaign dates field, enter the date range for campaign selection. Campaigns that are active during this period are included, even if they have no impressions. For example, if you select January 1 to January 3, and a campaign (C1) was created on January 1 and had no impressions until January 5, C1 is still included in the report because it was active within the selected date range.
   

   info	Note You can only export data for 90 days at a time. If you need to export for a longer duration, such as 180 days, create multiple reports (for example, Day 0 to Day 90 and Day 90 to Day 180).

5. In the Include performance data field, choose your preferred timeframe:

   • Only for the selected date range: Restricts the data to your specifically chosen dates.

   • For the entire campaign duration: Includes the lifetime performance data of the campaign, from start to finish.

6. In the Campaigns section, select campaigns to include in the report. You have two options:
   • Select all campaigns: Includes all campaigns that meet the filter conditions.
   • Select campaigns manually: Choose specific campaigns to include. Use the campaign search and sorting options to find the campaigns you need.
     
7. Click the Filter campaigns icon to apply advanced filters:
   1. Under Has campaign tags, select an option.
      • All of these: This option allows you to filter the campaigns that have all the selected tags.
      • Any of these: This option allows you to filter the campaigns that have any of the selected tags.
   2. In the Select tags list, select the required tags.
   3. In the Created by list, select the user who created the campaign.
   4. In the Approved by list, select the user who approved the campaign.
   5. Select the Include archived campaigns in the report check box to include archived campaigns in your exports.
      
   6. Click Next.

Use the left panel to select attributes for your chosen channels and view the report preview on the right.

1. Click the channel type.
2. Select the attributes to include in the report. You can use the default selection or choose attributes manually. Each selected attribute appears as a new column in the report.
3. Use the Search bar to filter for the exact attributes you need.
4. If your channels share the same columns, click the Copy function to easily duplicate them. When the Copy columns from another channel window appears, review the list of columns that can be copied and columns that will be skipped. Then, choose how to apply the changes:
   • Keep existing selection: Adds the new columns to your current list.
   • Override existing selection: Replaces your current columns with the new ones.
5. Use Expand All or Collapse All to manage your view of the selections.
6. The Report format preview panel offers a real-time structural mockup. It displays the fields you select from the Report configuration and columns panel, without pulling in actual campaign data, allowing you to visualize and adjust the layout as you build it.
7. Select your preferred Split data options to categorize report rows by date, campaign, variation, or locale.

   • By date
     Creates a unique row for every day within your selected time range. This is best for tracking performance trends over time.

   • By child reportType
     Generates a separate row for each child campaign within a periodic campaign. Use this to see how specific segments of a recurring campaign are performing individually.

   • By variations
     Breaks down data into individual rows for each version of an A/B test. This is essential for identifying which specific creative or copy variation is winning.

   • By locales
     Produces a separate row for each geographical or linguistic market. This helps you compare performance across different regions or languages.

8. Click Next.

In this step, you can define when the report should be generated and how it should be delivered to you.

1. Under Send report field, Select the frequency and timing for your report:

   • One Time:

     • As soon as possible: The report will be generated and sent immediately after you click "Create report".

     • At specific date and time: Choose a specific future date and time for the report to be sent.

   • Periodic: Schedule the report to be sent automatically at regular intervals:

     • Daily: Sent every day at a specified time.

     • Weekly: Sent on specific days of the week.

     • Monthly: Sent on a specific date every month.

   • At specific date and time
     If you selected a specific timing or periodic schedule, configure the following:

     • Start date: Click the calendar icon to select the date you want the reporting to begin.

     • Send time: Set the exact hour and minute, and select am or pm.

2. Under Report Delivery field, define the file technicalities and the destination for the report:
   • File format: Choose between CSV or EXCEL.
   • Separator: If CSV is selected, choose the delimiter for your data (Comma ,, Pipe |, Colon :, or Semicolon ;).
   • Compression: Select the archive format for the file: Zip, Rar, or Tar.
   • Send to:
     • Email: Enter the email addresses where the report link should be sent. You can select from existing users in the dropdown. You can select a maximum of 15 recipients for email reports
     • REST API: Select this if you wish to push the report to a configured endpoint via API.
        For more information, see Campaign Report API.
       
3. Click Create report.