Reports Hub Overview
The Reports hub contains saved reports, scheduled reports, and a set of report builders meant for different kinds of platform data.
Overview – List of Saved reports. If the report name has a clock next to it, the saved report also has a schedule for distribution.
Schedules – List of schedules for distribution of saved reports
Report Types
Direct Campaigns – Campaigns created by your organization
Preferred Campaigns (optional) – Private marketplace campaigns sold by your preferred partners
Marketplace Campaigns – Marketplace campaigns sold by other organizations, including Nativo (Nativo Premium)
Demand – Holistic revenue reporting including Owned & Operated, and marketplace demand from the Nativo Premium, Nativo Open, and other monetization channels
Inventory – Historical reports on site your inventory composition and performance
Auction (optional) – Auction dynamics for programmatic demand and direct-sold deals
🚧Optional Reports
Preferred Campaigns and Auction reports are not visible to all users. Please contact your Account Manager to determine if you are eligible for access.
Creating a New Report
Step 1: Click the report sub-tab for the report type you would like to create.
Alternatively, navigate to Reports > Overview and click "Create Report" button, and then select the report type you would like to create.
Step 2: Choose Filters, Breakdown and Metrics.
Breakdowns & Metrics (Left-hand panel)
Choose how you want to break down your report data. It can be as broad as “Source” (Example: Owned & Operated) or as granular as “Ad Headline”. You can also choose multiple breakdown columns as well. For example: Publication, Campaign, Budget, Ad Headline.
Dates and Filters (Top bar)
Set the desired date range for your data and add any filters to further narrow your results (examples: filter by publication or campaign).
General Settings (Top Bar)
You'll find additional settings like time zone, time breakdown (Totals, Monthly, Day of Week, Weekly, Daily, Hourly), chart type, and additional options in the topmost bar.
Step 3: Save your report and data.
At the top right is a button labeled “Download”, click the drop down for your extraction options.
Download – Download report as Excel spreadsheet.
Email Me – Have a copy of the Excel spreadsheet emailed.
Save – Save to your database of reports for later extraction and/or scheduling.
Saved reports will be available for access at any time in the Overview tab.
Once a report is saved, you can also Clone, Schedule, Share, Delete or Download the report.
Scheduling Reports
Scheduling helps to automate the reporting process if you wish to receive an Excel report directly to your inbox at a specific cadence. Reports can be scheduled to send to any number of recipients at your desired frequency (ex: every Monday). Scheduled report recipients do not need to have platform access in order to download the report.
Next, set a schedule for your saved report.
Click on “Overview” under the “Reports” tab
Find your saved report and click on the drop down menu next to the “View” button
Click “Schedule”
In the report scheduling window you'll be able to specify the following reporting parameters.
Frequency – How often will the report be generated? (Once, Daily, Weekly, Monthly)
Every – Based on frequency, this is how many intervals of the frequency before the report is generated again (Example: Weekly, every 2 weeks)
Scheduled Start/End Date – The date the system should start generating and sending the report and the date the system should stop generating and sending report. NOTE: This is not meant to be the actual date range of the report data
Recipients – Email addresses of recipients of the report. Can be platform users or outside email addresses
Message – Enter a custom message if desired
Save – Click Save and your report now has a schedule created
