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:
Click + Create Report in the top-left corner of your dashboard.
Rename your report in the top-left corner.
Choose a Template from the drop-down menu:
Blank Template allows you to start from scratch
Or, select a pre-existing report as a template and customize it from there.
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:
| 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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