Configuring reports

Last updated on November 14, 2018

Tip: Before running a report, check the System Status (Reports > System Status) to determine the availability of reporting data.

You can either configure a new report or select an existing report from My Reports and modify it.

  1. Go to Reports > My Reports.

  2. Do one of the following:

    • To configure a new report, click Create Report and select the type of report you want to generate.
    • To modify an existing report to show different data, click the edit icon in the Actions column, and select Edit Report.
  3. Select a predefined Date Range for your report or click Custom and select the desired start and end dates for the report. For Ad ServerA complete digital advertising platform where publishers sell, manage, and deliver their advertising inventory across all digital formats. Reports (publishers and networks only), select a time zone. Click Next.

  4. Select the attributes for the data you want to see in the report and click Next.

  5. Select the metrics you want to see in the report and click Next.

  6. If you wish to define how much data is captured in the report, for example, to limit the report to certain inventoryAd space available on a website or app. The basic unit of inventory for OpenX is an ad unit. or certain orders, set your filters.

    Note: If you select too many filters in one report, the report may return little or no data.

  7. Click Run Report.

    When ready, the report appears with the selected attribute and metric data displayed in the respective columns.

    Saved changes will apply when you run the report again.

  8. Depending on your needs, you can do any of the following on the report page:
    • To sort data by a metric or an attribute, click the respective column heading.
    • To save the report as an XLSX, CSV, or PDF file, click Save, provide the appropriate information in the displayed dialog, and click Save Report.
    • To change the date range, attributes, metrics, or filters, click Edit and follow the steps to run the report again.
    • To export the report as an XLSX, CSV, or PDF file, click Export, select the desired format, and the file will be saved to your browser Downloads folder.

Using filters

When configuring reports in My Reports, you have the option to apply filters. Using filters helps you see only the relevant data needed for your analysis. For example, you can report data for a single siteAn OpenX component that represents top-level domains or subdomains and is used to organize ad units. Sites enable you to target and report on inventory performance. or group of sites, Private Marketplace deals, or certain geographies.

By default, all values of the categories listed under Filters on the left will be included in the report. To narrow down your report results, select a category under Filters, then select the checkboxes next to the values for the category that you want to include in the report data. You can also type and search specific values in the search field on the right.

Selecting reporting filters

Keep in mind the following when selecting filters for your report:

  • When you select multiple categories, data will only be included in the report if it matches with ALL of the categories.

  • When you make selections within a category, data will be included if it matches ANY of those selections.

    Here is an example of the logic where a report was set up to filter on a set of a publisherAn account type that represents a business with ad space to sell., three deals, and two sites:

    (pub1) AND (dealA OR dealB OR dealC) AND (siteA OR siteB)

  • The UI filters one category's options based on another category you select. This is reflected in the hierarchy of filters as displayed through indentation. For example:

    • Sites are limited to only a publisher you select. Select a publisher filter and then select sites that belong to that publisher.

    • Ad units are limited to only a site you select. Select a site filter and then select ad units that belong to that site.

    • Line items are limited to only an order you select. Select an order filter and then select line items that belong to that order.

  • If you want to report on Private Marketplace deals, create a filter using either Deal Names or Deal IDs. Do not filter by a combination of these, or you may not see the expected report data.

  • If you select too many filters in one report, the report may return little or no data. For example, make sure not to select a publisher and site combination where the site is not one of that publisher's sites. Since such inventory does not exist, the report will have no data.

       

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