Creating and Editing Reports

Document created by catherine.racette on Feb 28, 2017Last modified by catherine.racette on Oct 24, 2017
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PubMatic Analytics provides performance metrics for robust analysis and reporting. Analytics are the key to understanding the health of your account and moving forward with strategies for growth. In addition to using pre-made standard reports, you can create custom reports, and use Natural Language Processing (NLP) to create highly granular reports.

All standard or saved custom reports can be scheduled for delivery via email to you or other team members.
Note: Once a report is customized, use the Save button to save the report.

Creating a Report

Unified Ad Server (UAS) customers: To create or edit a Unified report, please refer to UAS Analytics Reporting

Create a report by either customizing an existing standard report or building a new report. For details, refer to the instructions in the sections below.

  • To customize a standard report:
    1. Select Analytics | Reports from the main navigation
    2. Select a standard report in the list to view it.
    3. Click Edit, make updates and click Create Report.  
    4. Click Save to save the customized report. (Provide a name and description.) 
  • To start a new report:
    1. Select Analytics | Create a Report. 
    2. Select dimensions, filters and metrics and click Generate Report.
    3. Click Save to save the customized report. (Provide a name and description.) 

or

  1. Select Analytics | Reports.
  2. Click Create New Report.
  3. Select dimensions, filters and metrics and click Generate Report.
  4. Click Save to save the customized report. (Provide a name and description.) 

TIP: You can also create a new report by typing 'create report' in the  Smart Search bar.

Selecting Dimensions, Filters and Metrics 

Dimensions, filters and metrics can be customized for each report created. Select a tab at the top or use the Next button at the bottom of a the page to navigate through report creation. If you do not need to edit filters or metrics, select the desired dimensions and click Generate Report.

 

Notes: 

  • Each dimension contains default filters that can be edited in the Filters tab.
  • Selected dimensions can be used to filter data rather than displaying data in the report.
  • The metrics, Paid Impressions, Revenue, and eCPM, are selected by default. Metrics can be selected/deselected in the Metrics tab.
  • If you do not need to edit the default filters and metrics, generate the report from the Dimensions tab after selecting the desired dimensions.

 

 

Dimensions

Select up to 5 dimensions for which data will display in the report. If desired, select up to 5 additional dimensions to use as filters for the data.

Up to 10 dimensions may be selected, however, only a maximum of five will display data in the report. Dimensions can also be used as filters. This is useful if you do not want to view data for a dimension in a report but want to use it to filter the values of other displayed dimensions.

 

If more than five dimensions are selected and none are used as filters, the first five selected will display data in the report. All subsequently selected dimensions will not be displayed as dimensions.

 

See the Filters section below for more information about designating dimensions as filters.

  1. Select one of the methods above to create or customize a report.
  2. Select the Dimensions tab and select the dimensions to be included in the report.
    Refer to dimension descriptions below.

    TIP: Use the Clear Selection button to clear all selected dimensions.
  1. Click Next to view/edit filters, or click Generate Report to create the report with the default filters and metrics. 
  2. Click Save to save the report. Provide a name and description when prompted.

Filters

Each dimension uses a default set of filters, which can be edited in the Filters tab. In addition to editing filters, you may also designate a dimension to be used as a filter, and change the order dimensions will appear in the report table.  

 

Edit a Filter

  1. From the Filters tab, click Edit for a dimension to modify its defaults.
  2. Modify the filters using the options provided and click Save.

 

Use a Dimension as a Filter 

  1. From the Filters tab, click Edit for the desired dimension.
  2. Select the checkbox, I want to use this dimension as a filter 

 

Change the order of Dimensions in the Report

  1. From the Filters tab, click and drag the  button next to a dimension.
  2. Drop the filter where it should be placed in the report.

Metrics

For any new report, Paid Impressions, Revenue and eCPM, are selected by default. Use the Metrics tab to select up to 10 metrics (standard and bid metrics) to include in the report.

  1. Select the Metrics tab.
  2. Click a metric to select/deselect it.
    TIP: Use the Clear Selection button to clear all selected metrics.
  3. Click Generate Report.
  4. Click Save to save the report. Provide a name and description when prompted.

 

Changing the Time Interval of the Report

By default, the report is generated for the past 7 days. However you can change this time interval by clicking the Last 7 days drop-down list at the top-right corner of the screen.

 

The following popup window is displayed. Select from the following interval options: Yesterday, Last 7 days, Last 30 days, Last week, Last month, This month, and Custom Range (between any two dates).

 

Dimensions

Dimension

Description

Ad Attributes

Ad Format

Type of ad associated with the impression. For example, video, display.

Ad Size

Size of ad associated with the impression.

Buyer

Ad Network (Group)

Name of the parent ad network which monetized the impression.

Note: This dimension can be combined only with the following dimensions - Ad Format, Ad Size, Ad Network (Variant), Category, Ad Tag, Fold Position (Placement), Secure Status, Site, Date and Hour.

Ad Network (Variant)

Name of the ad network's campaign which monetized the impression.

Note: This dimension can be combined only with the following dimensions - Ad Format, Ad Size, Ad Network (Group), Category, Ad Tag, Fold Position (Placement), Secure Status, Site, Date and Hour.

Advertiser

Name of the advertiser associated with the ad.

Advertiser Domain

Domain Name (web address) of the Advertiser. These domains are identified by the landing page of the impression displayed.

Buyer

Name of the ATD, agency or buyer associated with the DSP who won the impression.

 

Note: For non-zero bids, you need to select the NonZero Bids Received bid matrics rather than NonZero Bids Response metrics.

Campaign

Name of the RTB campaign which won the impression.

Category

Category of the advertiser associated with the ad.

Note: Both PubMatic categories and IAB categories will be displayed. PubMatic categories will be prefixed with pm. Example, pm_<categoryName>, pm_fashion. 

DSP

Name of the DSP who won the impression.

Deal

Name of the Marketplace deal which won the impression.

Note: This dimension can be combined only with the following dimensions - Ad Format, Ad Size, Advertiser, Buyer, Category, DSP, Platform, Site, Date and Hour.

Inventory

Ad Tag

Name of the ad tag using which an impression was requested.

Cookied Bid

Indicates whether the DSP's cookies were dropped or not when an impression was requested.

Fold Position (Placement)

Fold placement associated with the ad tag from which an impression was requested.

Secure Status

Indicates whether the inventory is secure or not.

Site

URL of the site from which an impression was requested.

Vertical

Category of the site from which an impression was requested.

General

Channel

Sales channel through which the impression was won. For example, PMP, RTB

Platform

Platform through which an impression was requested. For example, Web, Mobile Web.

Geography 

Country

Country from which an impression was requested.

Time Units

Date

Date (in the YYYY-MM-DD format) on which an impression was requested.

Hour

Time (in the 24-hour HH format) at which an impression was received. This dimension can only be used for records generated in the last 48 hours.

Month

Month (YYYY-MM-format) at which an impression was received.

Week

Week (YYYYWww format) at which an impression was received.

Mobile 

Mobile - Device ID Present

Indicates whether the user's device ID is present or not in the impression requests.

Mobile - Device ID Type

Type of device ID used by the visitor to generate an impression request.

Mobile - Device Type

Type of device used by the visitor to generate an impression request.

Mobile - Geo Source

Source using which the geographical location of the visitor has been provided.

Mobile - Lat/Long

Indicates whether the latitude/longitude details of the visitor have been included in the impression request or not.

 

Editing a Report

Reports can be edited after creation. Modify dimensions, filters, date ranges, and more.

 

  1. Select Analytics | Reports and select the Custom tab to locate the report you want to modify.
  2. Click the title of the report to view it.
  3. Click Edit (above the graph of the report).
  4. Select the Dimensions, Filters or Metrics tab and edit desired selections or filters.
  5. Click Generate Report.
  6. Click Save to save edits.

 

To send a report to a recipient via email, refer to Emailing an Analytics Report. To schedule regular report delivery, refer to Scheduling an Analytics Report Report.

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