Create and Export a One-Time Report

This section describes how to create a one-time report that will be exported.

To create a report:

  1. Access the Reporting section.

    2. The Reporting tool is displayed.

  2. Select a reporting period by clicking the Date picker.

    3. You can select one of the periods on the left (Today, Yesterday, Current Month, Last 7 Days, Last 30 Days, Last Full Month, Month to Date, Quarter to Date, Year to Date), or pick your own start and end dates in the calendar.

  3. Select the proper time zone by clicking the Time Zone picker, and then select the proper time zone from the list.

    4. You can search for a time zone by name or time offset, for instance, "-5".

    The default value is Eastern Standard Time.

  4. Select whether to have Hourly, Daily or Monthly information displayed in the graph.

  5. Select the Transaction Type to use for the report.
    • Test – Displays test transaction data only.
    • Billable – Displays billable production data only, from Broadsign Reach-integrated demand sources.
    • Ad Server – Displays transactions processed through Broadsign's Ad Server, if available.
    • Header Bidder – Displays transactions processed through the Broadsign Reach Header Bidder, if available.
    • All – Displays all available transactions.

  6. If applicable, create a filter to display only specific data:
    1. Click the Add button next to Filter and the list of metrics is displayed.

    2. Click one of the metrics.

      3. A search box for this specific metric is displayed. You can search by metric name or ID.

    3. Enter the information to filter.

    For more information, see Filtering.

  7. Select which breakdown tab to use in the Information section:
    • Deals
    • Screens
    • DSPs
    • Venues
    • Creatives
    • Geography

    The information related to the selected tab is displayed.

  8. Sort information by any column to customize the information that you would like to see.
  9. If applicable, create a custom view:
    1. In the Information section, click the Columns button on the right.

      2. The Columns window is displayed. This window allows you to select the Dimensions and Metrics that you want in your custom view.

    2. Select the Dimensions and Metrics, then click Apply.

      3. Tip: You must select at least one Metrics.

      The selected columns are displayed.

      For more information, see Custom View.

  10. Once everything is correct, click Export.