Below, we'll detail how to build a Campaign or Creative spend report within the MNTN reporting dashboard, and how to send this to your Rockerbox email endpoint.
💡Note: Before you start, make sure you have enabled this setting in your Rockerbox account per their instructions, and that you have generated a custom email endpoint to send the report to. Also take note of the report type you select (Campaign Group or Creative Group).
Campaign Group Spend Report:
In the example below, we will be creating the report for Campaign Group.
1️⃣ Create a New Report, using a Blank template.
2️⃣ Add Widget and Select "Table."
3️⃣ Select the pencil icon to edit your new data table (top right hand corner).
4️⃣ Set up the data dimensions as outlined below:
Summarize by = Campaign Group ID, Campaign Name, Day (in this exact order)
Metrics = Total Spend
5️⃣ Adjust the date range to "Last 7 Days."
6️⃣ Name the Report, then select Save, then Exit.
7️⃣ Schedule this report to automatically send to your Rockerbox email each day.
Creative Group Spend Report:
In the example below, we will be creating the report for Creative Group.
1️⃣ Create a New Report, using a Blank template.
2️⃣ Add Widget and Select "Table."
3️⃣ Select the pencil icon to Edit your new data table (top right hand corner).
4️⃣ Set up the data dimensions as outlined below:
Summarize by = Creative Name, Creative ID, Day (in this exact order)
Metrics = Total Spend
5️⃣ Adjust the date range to "Last 7 Days."
6️⃣ Name the Report, then select Save, then Exit.
7️⃣ Schedule this report to automatically send to your Rockerbox email each day.
Schedule Automated Report Emails:
Click the "Share" button at the top left corner of the data table
* Be careful not to use the Share or Export button at the very top of the page, as this won't allow you to send as a CSV file. Instead use the buttons for the data table itself (see below).
Select "Schedule an Email"
Select "Daily" + "Include Weekends"
For date range, select "Last 7 Days"
Add in your custom email endpoint, specific to either the Campaign Group or Creative Group Report
Keep the File Format as "CSV"
Hit "Schedule Report" and you're all set!
💡Note: For additional instructions on how to properly format and upload your spend file to Rockerbox, please refer to the Rockerbox instructions.