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MNTN's Custom Report Builder

Learn to build and customize reports using MNTN's Custom Report Builder using various widgets to visualize and analyze data effectively.

Jazmine Jackson avatar
Written by Jazmine Jackson
Updated over a week ago

MNTN's Custom Report Builder

The MNTN Custom Report Builder is a visual design tool for custom reports. You're able to use the Custom Report Builder to:

  • Customize any existing, templated report in the UI.

  • Create brand new reports from scratch.

Widgets are the foundation of custom reports and allow you to create powerful visuals tailored to your needs. Widgets include titles, tables, charts, maps, and more.


Creating a Custom Report

Follow these steps to build a custom report in MNTN’s Custom Report Builder:

  1. Click + Create Report in the top-left corner of your dashboard.

  2. Rename your report in the top-left corner.

  3. Choose a Template from the drop-down menu:

    1. Blank Template allows you to start from scratch

    2. Or, select a pre-existing report as a template and customize it from there.

  4. Click Add Widget in the top-right corner to begin customizing your report.


Editing Widgets in Custom Reporting

To edit a widget in MNTN’s Custom Report Builder, click the pencil icon in the top-right corner of the widget.

You can modify the Summarize By field to adjust how data is grouped, select or change Dimensions and Metrics, and update the visualization type.

Once you've made your changes, click Done to update the widget. This allows you to customize reports for clearer insights and better campaign analysis.


Available Widgets in Custom Reporting

A widget is the foundation of customization in the MNTN Custom Report builder. It determines how the dataset is presented or visualized. You can leverage the following widgets within the Custom Report Builder:

Widget

Function

Text

Allows you to add text to serve as headers for organizing your data or to define specific metrics or widgets.

Data

Allows you to add summarized metrics.

Examples include Cost per Completed View, Cost per Visit, Total Verified Visits, Total Conversions, Cost per Acquisition, etc.

Ticker

Allows you to customize a banner of data metrics.

Table

Allows you to visualize your dataset by way of a table. By default, tables will include a summary and detail tab.

A table's Summary tab details how an individual line item performed over the defined date range. A table's Detail tab presents the table's data day over day across the defined date range.

Meter

Allows you to visualize a percentage or measure two values against each other.

Maps

Allows you to visualize different performance metrics across different geographic regions.

Pie Chart

Allows you to visualize your dataset as a pie chart. This is best used when analyzing creative performance.

Area Chart

Allows you to visualize your dataset by way of an area chart. It combines a line chart and a bar chart to show changes in quantities over your defined date range.

Line Chart

Allows you to visualize your dataset as a line chart. This is best used when analyzing a specific data point over a defined date range.

Bar Chart

Allows you to visualize your dataset as a bar chart. This is best used when analyzing creative performance.

Stacked Bar Chart

Allows you to visualize an individual data point's proportional contribution compared to a total.

Combo Chart

Allows you to visualize your dataset by way of a combo

chart.

🧠 Pro Tip: For more information on editing specific widgets, check out the following articles:


Tabular Charts in Custom Reporting

MNTN’s Custom Reporting allows you to add custom tabs to chart widgets, enabling you to adjust the Summarize By function for each chart.

Summaries can include Time Series, Creative Names, Campaign Names, and more. When multiple Summarize By options are selected, tabs will automatically be added to the chart.

This feature is available for the following chart types:

  • Bar Chart

  • Stacked Bar Chart

  • Area Chart

  • Combo Chart

  • Pie Chart


Defining Widget's Data and Appearance

Data Tab

Once your widget is selected, you'll need to define the desired dataset via the Data tab.

Selection

Function

Visualized On

Examples

Summarize By

How the data is grouped or aggregated in the report.

Table and Chart widgets.

Day, Campaign Name, Creative Name, etc.

Metrics (also seen as Metric 1, Metric 2)

A dataset's quantitative attribute.

All widgets

Impressions, Cost per Completed View, Cost per Visit, Total Verified Visits, Total Conversions, Cost per Acquisition, etc.

Dimension

A dataset's qualitative attribute.

Maps widget

Designated Market Area (DMA) and United States of America.

Portaling

Allows you to click any data widget on the report to instantly plot that dataset on the widget. Clicking the dataset again will reset the widget to its default metric.

Maps and Chart widgets

State

Allows you to select the state you'd like on the Maps widget.

Maps widget

Alabama, California, New York, etc.

Left Axis

The dataset you'd like reflected on the chart's Y-axis.

Area Chart, Line Chart, Bar Chart, Stacked Bar Chart, Combo Chart widgets

Total Conversions, Total Verified Visits, ROAS, etc.

Right Axis

The dataset you'd like reflected on the chart's X-axis.

Area Chart, Line Chart, Bar Chart, Stacked Bar Chart, Combo Chart widgets

Total Spend, Visit Rate, etc.

Appearance Tab

The Appearance tab allows you to further customize the widget's visualization. Depending on the widget type, you could see a combination of the following options within the tab:

Selection

Function

Visualized On

Standard, Legacy, and Banner

Allows you to change the widget's format.

Text widget

Title

Allows you to change the title of the dataset.

All widgets

Display Delta: off/on

Compares the previous period of the same length based on your selected date range. For example, a 'last 30 days' report will display the change from the 30 days prior to that.

Data widget

Show Totals

Adds a line item totaling the column's values.

Table widget

Enable Tabs: off/on

Removes/adds the Summary and Detail tabs.

Table widget

Visualization: Normal | (Compact or Minimal)

Allows you to adjust the dataset's size within the widget.

Line Chart, Bar Chart, Stacked Bar Chart, and Combo Chart widgets

Display Legend: off/on

Allows you to add a legend to your Maps widget.

Maps widget

Hide Zero Values: off/on

Filters out any data from the chart with a value of zero.

Pie Chart, Area Chart, Line Chart, Bar Chart, Stacked Bar Chart, and Combo Chart widgets

Legend Placement: Bottom | Right

Allows you to place the legend on the right or at the bottom of the widget.

Pie Chart widget

Quick Look: off/on

Exposes a dropdown menu on the widget that allows you to quickly change the metric being plotted on the chart.

Area Chart, Line Chart, Bar Chart, Stacked Bar Chart widgets

Sort Metric(s): Off | Asc | Dsc

Allows you to decide how you'd like the dataset ordered:

  • Off: the dataset is day over day

  • Asc: the dataset is categorized in ascending order

  • Dsc: the dataset is categorized in descending order

Bar Chart and Stacked Bar Chart widgets

Orientation: Vertical | Horizontal

Allows you to decide the direction in which the bar chart is visualized.

Bar Chart ad Stacked Bar Chart widgets

Percentage Toggle: off/on

Exposes a toggle on the widget that lets you quickly view your data as a percentage.

Bar Chart and Stacked Bar Chart widgets

Limit: Off, 5, 10, 20

Allows you to decide how many bars are seen in the chart.

Bar Chart and Stacked Bar Chart widgets

When you're done editing the widgets and their specific dimensions and data metrics, you can create any visual layout by simply moving or resizing the widgets to give your report the most ideal look.

🧠 Pro Tip: Need help defining what metrics are needed for your team's business analysis and our capabilities around it? Reach out to the Platform Experience team.


Filtering your Custom Report

You can also filter your widgets using the filter option at the top of the custom report.

💡Note: The filter will only be applied to widgets that have a dataset of the same dimension.

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