Portfolios also exist for reporting. Administrators will be able to:
✅ Manage reports for portfolios and organizations.
✅ Edit reports created by other team members in your organization.
✅ Report on high-level and drilled-down analytics at the advertiser or portfolio level
🧠 Pro tip: Agencies and Enterprise-level companies can greatly benefit from portfolio reporting, particularly to maintain standardized reporting across all of your advertisers.
How to Edit Your Portfolio Reports
On the Reports page, you can manage and assign reports to any of your advertisers.
In this list view, filter your reports by Type (Default Reports, Templates) and Status (Live, Archived, Inactive).
Managing Report Assignments
To manage assignments for your reports, select Manage Access. This allows you to search and toggle the accessibility of the report on or off for advertisers within your Portfolio.
Editing Report Settings
Either assign reports to your advertisers' template drop-downs in Report Builder, or within your advertisers' reporting sidebars on the Reporting tab.
Edit the settings of your report by clicking 'Edit Settings', which will allow you to choose the type of report and the status of the report.
🧠 Pro Tip: Start building your new report by clicking the 'Customize' option in the menu dropdown, which will take you directly into Report Builder.