Create Custom Reports in Data Lab
Before you begin: Refer to Data Lab Introduction before continuing with this article.
Step 1: Pick a visualization
This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access.
From the left navigation menu, select
[Engage] → Reports.
Select Data Lab.
Choose 1 of 14 visualizations to start your custom report.
You can add multiple visualizations of the same data, one visualization with different data, or switch between charts as you build your report.

Once you have selected a visualization, it will open up the report builder. Here you can select different visualizations, dimensions, and measures to fully customize and build a report tailored to your data needs.

Step 2: Name your report and set a date range
With your first visualization selected, give your report a name by selecting Untitled in the top-left corner.
Below the report name, you can select or enter a date range, and, if needed, the comparison date range.
Next to the date range, you can select for which programs and channels this report should show data. These filters will apply to all visualizations in the report.
Select
[More] in the filter bar to add additional filters.

Step 3: Modify the visualization
You can name your visualizations by selecting Untitled and entering what you want to call the visualization.
Next to the visualization name, you can select
[More] to Delete, Clone, or Download a CSV or PDF file for the visualization data (exported CSV files can include comparison charts).

Additional ways to modify visualizations
Change your visualization size by dragging the small arrow on the bottom-right of the visualization.
Move the visualization by hovering your cursor to the right of the visualization's name and dragging it to your desired location.
Change the visualization type by selecting it, then choosing one of the other visualizations above the right toolbar.
Add more visualizations to your report by dragging and dropping them onto an empty part of your report.
Data Lab editor dashboard
Report name
Name the report to make it identifiable.
Displayed data
This is your reporting canvas. The visualizations you select can be dragged and dropped into positions you prefer.
Data widgets
Select the various widgets you want displayed in the report. See Step 4: Add data to your visualization below for more information.
Data customization
Select and customize the various dimensions and measures you would like displayed within your visualizations. See Step 4: Add data to your visualization below for more information on the available options.
Step 4: Add data to your visualization
For each visualization, you can add Dimensions (which have blue icons next to them) and Measures (which have red icons next to them) if the visualization needs it. These can be called by other names, like "x-axis" or "series".
To add a Dimension or Measure to a visualization, find the element you want to add from the toolbar on the right.
Drag and drop that element under the X-Axis heading if it has a blue icon next to it or under the Series heading if it has a red icon next to it.
Alternatively, you can just drag and drop the Dimensions and Measures straight onto the visualization.
Select
[Remove] to remove columns.
Select
[Filter] to filter certain data sets, like currency and country, for more granular results. Filters can be reordered by selecting and dragging the individual filters.For a pivot, you can select the Select All checkbox to select up to the first 25 options.
Pink options indicate numeric data while blue indicates alphanumeric data.
Add an edit menu by hovering over the 123 or abc buttons. You can name the field, and also provide column headers, which become tooltips on the widget when hovering over it in the editor.

You can rename the Dimension or Measure by selecting its label and then typing in your preferred name.
See tabs below to learn more about Dimensions and Measures
Dimensions contain qualitative values (such as partner names, products, or geographical data). You can use dimensions to categorize, segment, and reveal the details in your data.
Dimensions reference table
Action Id
Numeric value that impact.com assigns to an action.
Action Status
Current life cycle status of the action.
Possible statuses:
• Pending: Action is awaiting its locking date for approval, or to be manually approved. Actions that have been modified will also have this state.
• Approved: Action reached its locking date and was approved, or was manually approved and will pay out the partner. No further modifications can occur.
• Reversed: Action was reversed and will not pay out the partner.
Action Status Detail
Additional details to describe the status of the action.
Ad Campaign Group
The name of the ad campaign group. Ad campaign groups are used to simplify managing campaigns by bundling them together.
Ad Campaign Id
The unique identifier assigned to the campaign.
Ad Campaign Name
The name associated with each of the campaigns.
Ad Group Id
The unique identifier associated with the ad group.
Ad Group Name
The ad group name of the ad that triggered the click.
Ad Id
The unique identifier of the advert that drove the click.
Ad Name
The name of the ad on which the data is based.
Ad Placement
The location of the ad on the partner's page. Typical values are "Home", and "Forum".
Ad Position
Specifies the slot on the page the ad was on. Typically differentiates "Top", "Bottom", or "Side".
Ad Status
The current status of the ad.
Ad statuses include:
• Active
• Expired
• Pending
Ad Type
The asset type, e.g., text link, rich media, article, coupon, image.
Alt Ad Id
The unique ID that impact.com assigns to an external promotional asset.
Alt Ad Name
The name of the external ad that triggered the click.
Alt Ad Type
The asset type, e.g., text link, rich media, article, coupon, or image of the external ad.
Batch Date
The date on which a batch file was created.
Batch Id
The unique identifier for a batch file.
Browser
Browser type such as Chrome.
Browser Version
The browser version number of the browser type. If the browser name is Chrome and the browser version is 65, it displays as Chrome version 65.
Catalog Product Brand
The name of the brand that owns the product catalog.
Catalog Product Business
A custom category which can be classified as a product subcategory.
Catalog Product Category
The group or kind of products with which the item is associated.
Catalog Product Current List Price
The current consumer price of the item.
Catalog Product Description
The description of the product.
Catalog Product Manufacturer
The person or group that makes the item.
Catalog Product MPN
Catalog Product Manufacturer Part Number.
Catalog Product Name
The name of the item in the catalog.
Catalog Product Original List Price
The original price of the item.
Catalog Product Stock Availability
The availability of the item. E.g., in stock, out of stock, or limited availability.
Catalog Product Subcategory
The second or third level of categorization for a product store.
Catalog Product Target Age Group
The age group that the item targets.
Catalog Product Target Gender
A specific gender meant to use the item.
Catalog Product URL
The URL that leads to the item's online store listing.
Category List
Category exception lists associated with partners who gets paid according to different rates based on a category.
Learn more about exception lists.
Channel
The marketing channel that drove the action.
City
The city derived from the Geo-Location of the event.
Content type
The ad type a creator used. E.g., an image.
Country/Region
Country derived from the Geo-Location of the event.
Country/Region Group
Territories or groups of countries derived from the geo-location of the event.
Creator Campaign ID
The unique identifier of the creator campaign.
Creator Campaign Name
The name of the Creator campaign.
Credit Tier
Credit policy of the event (Standard or Non-Preferred).
Currency
The currency in which amounts are displayed.
Customer City
The city in which the customer is located.
Customer Country/Region
The region (or state) in which the customer is located.
Customer Country/Region Group
Territories or groups of countries in which customers are located and derived from the geo-location of the event.
Customer Id
The unique identifier for a customer.
Customer Postcode
The postcode of the location in which the customer generated the action.
Customer State/Region
The region of the customer, such as APAC.
Customer Status
The type of customer (e.g., existing) that generated data for that row.
Learn more about customer status mapping.
Date
View product sales data by date.
Day Of Week
A specific day of the week.
Day Of Year
A specific day of the year.
Day Type
Indicates if the day is a weekday or weekend.
Deal Name
The name of the deal.
Learn more about deals.
Deal Scope
The extent to which the deal applies to the store.
Deal Status
The state of the deal. Statuses include:
• Active: Deal is currently active.
• Expired: Deal is not currently active.
• Pending: Deal is currently waiting for approval.
Deal Type
What the deal offers. E.g., Gift with a purchase deal.
Delivery Type
Type of delivery method specified for an item, e.g., in store pickup.
Device Category
The specific category to which a device belongs, e.g., Desktop.
Device Group
The specific group to which a device belongs, e.g., Apple Mac.
Device Manufacturer
The group that makes the device.
Disposition Status
The reason for a reversed action, e.g., a returned item.
Due Date
Lists the due date of a specific payment
Event Type
The specific action by your partners' audience that was tracked. E.g., Online Sale/CPA, App Install, etc.
Event Type Category
The category to which the tracked action belongs, e.g., click, lead or sale.
Event Type Id
Unique identifier for the event type (or action tracker) that tracked this conversion.
Landing Page
The domain to which an action links.
Landing URL
The landing page's entire URL to which an action links.
Location ID
The ID of the location from where the customer generated the action.
Location Name
The name of the location from where the customer generated the action.
Location Type
The kind of location from where the customer generated the action.
Locking Date
The date on which an action locks.
Learn more about the action life cycle.
Media Type
The type of media property, e.g., website.
Modification Date
The date on which the modification took place.
Learn more about action modifications.
Modification Reason
The reason code for the modification or reversal.
Month
The year in which a measure occurred. It is based on a calendar year or customized reporting calendar if a brand has one set up.
Month Year
The month and year in which a measure occurred. It is based on a calendar year or customized reporting calendar if brand has one set up.
Network
A third-party network that won actions during the period specified for this report.
Note
Any notes added to a dimension.
Operating System
The operating system that the device currently runs on (e.g., iOS 10 or Android 4).
Order ID
Value that the advertiser assigns to the order—typically an order ID or confirmation number.
Original Currency
The currency in which an action was driven.
OS Version
The operating system version number.
Partner
The partner's name.
Partner (Partner Id)
A unique identifier for the partner's impact.com account.
Partner Company URL
A partner's company URL, which is their company property.
Partner Country/Region
The country/region in which the partner resides.
Partner Country/Region Group
The Country/Region Group to which the partner has been assigned based on their country.
Partner Currency
The currency code of the partner's default currency.
Partner Date Joined
The date on which the partner joined your program.
Partner Group
The partner group to which the partner is joined, e.g., creators.
Partner Group ID
The unique identifier for the partner group to which the partner is joined.
Partner Promo Method
The promotional methods for the partner, e.g., creator content.
Partner Size
The partner's impact.com size rating is determined by a number of factors and is represented by a scale rating, e.g. Extra Large, Small.
Partner State/Region
The State/Region in which a partner is based.
Partner Value
Custom values set for specific partners.
Payment Date
The specific date on which a payment was made.
Payment Type
This method of payment used for this conversion (e.g. Credit).
Posted Datetime
The date and time at which the transaction was posted.
Post type
The type of post a creator made. E.g., a TikTok post.
Post URL
The URL of the creator's post.
Product Brand
The brand associated with the product offering.
Product Category
Name of the category with which the product is associated.
Product ID/SKU
The product's stock-keeping unit referred by the ad and passed by the partner.
Product MPN
The product manufacturer part number (if available).
Product Name
The name of the product being offered.
Product Subcategory
The subcategory for the product referenced at the item level.
Product/SKU List
Name of the Product/SKU List associated with an item.
Program
The specific program for which you want to see data.
Promo Code
One of your assigned promo codes.
Promo Code Description
The description associated with a promo code.
Property ID
The identifier of the media property associated with the action.
Property Name
The name of the media property associated with the action.
Property Platform
The device associated with the action.
Property Type
The type of media property, e.g., website.
Quarter
The quarter in which a measure occurred. It is based on calendar year or customized reporting calendar if brand has one set up.
Referral Datetime
The date and time of an event related to a referral.
Referral Window (days)
A manually configured timeframe as a default lookback period for valid conversions. Set up daily for a certain amount of days.
Referral Window (hours)
A manually configured timeframe as a default lookback period for valid conversions. Set up on an hourly basis.
Referring Domain
The domain that made the referral.
Referring URL
The URL from which the customer originated.
Routing Rule ID
The unique identifier for the routing rule.
Routing Rule Name
The name of the routing rule.
Routing Rule Type
The type of routing rule, e.g. block or redirect.
Shared Id
A tracking value shared with the brand.
Learn more about shared IDs.
State/Region
This is the state/region that impact.com tracks to the customer from the IP address at the time of the conversion.
Sub Id
Shows the SubID, if used for an action.
Learn more about sub IDs.
Subpartner
The name of the subpartner that exists within a subnetwork.
Subpartner ID
The ID of subpartner that exists within a subnetwork.
Terms ID
The ID for the partner's template terms.
Terms Name
The name of the template terms.
Text
A miscellaneous text parameter.
Traffic Source
Name of the referral traffic source.
Traffic Type
This specifies what type of traffic the partner is sending to the Brand's site. E.g., "incentivized","subaffiliate","email".
User Agent
User agent of the customer, used for device reporting purposes.
Week Of Year
The week of the calendar year in which a measure occurred. It is based on the calendar year or a customized reporting calendar if the brand has one set up.
Year
The year in which a measure occurred. It is based on the calendar year or a customized reporting calendar if the brand has one set up.
Measures contain numeric, quantitative values that you can measure such as revenue, actions, or cost per click.
Measures reference table
Actions
The total number of conversions (e.g., sales or app installs) tracked for a particular campaign. This number excludes any reversed conversions.
Answered Calls
The number of tracked phone calls with a CallStatus of ANSWERED.
AOV
The average order value associated with a partner.
AOV = Revenue divided by Actions
Bonus Cost
Any performance bonus cost associated with the action.
Call Cost
Costs associated with converted call actions.
Call Revenue
The total revenue from tracked call actions.
Calls
The number of tracked calls.
Click Through Rate
The number of Clicks divided by the total number of Impressions.
Clicks
The total number of link clicks that took your audience to your partnered brand's landing page for the campaign.
Client Cost
Client Cost charged by an Agency plus Total Cost.
Comments
The total number of times that the audience left text commentary on creator content per social platform.
Commission
The total amount payable to a creator per campaign.
Confirmed Actions
The total number of approved actions.
Conversion Rate
The number of actions divided by the total number of clicks across your program.
Converted Calls
The number of call actions—pay-per-ring, pay-per-duration, and pay-per-call conversions, excluding reversed actions.
CPA
Cost per Action. The total action cost divided by the number of credited actions.
CPC Cost (v1)
The Cost Per Click. The total cost divided by the total number of clicks.
CPC Cost (v2)
The aggregated value of the amount due to partners for driving clicks.
Discount Rate
The discount rate applied to any converted actions.
Engagements
The number of audience actions taken after seeing your posted content. Actions can include reacting to the content, clicking a link, sharing the content, and more.
Flat Fee
The amount of compensation paid to creators for completing their campaign tasks.
Followers
The number of followers across the creator's social platforms.
Goods Cost
The total cost of products in the basket captured at conversion.
Gross Action Cost
Costs associated with converted actions (including reversed actions).
Gross Actions
The total number of actions (including Reversed Actions).
Gross Discount Rate
The discount rate applied to any converted actions (including reversed transactions).
Gross Revenue
The total revenue plus reversed revenue.
Imported Actions
The total number of conversions (sales, app installs, etc.) imported from a third-party tracking system.
Imported Clicks
The total number of link clicks imported from a third-party tracking system.
Imported Cost
The Cost of Actions imported from third-party tracking systems.
Imported Impressions
The number of audience views imported from a third-party tracking system.
Imported Other Cost
Additional costs associated with performance bonuses, make good payments, and placement fees that was imported from a third-party tracking system.
Imported Revenue
The total revenue of all driven actions imported from a third-party tracking system.
Impressions
The number of audience members that viewed content.
Item Count
The number of items sold for the product and category.
Likes
The number of "like" reactions to creators' content for this social platform.
Margin
Revenue minus Goods Cost.
Money
A miscellaneous money parameter.
Numeric
A miscellaneous numeric parameter.
Open-ended Actions
The total number of pending actions.
Original Action Cost
The commissions that were owed to the partner following the contract terms before a reversal occurred.
Original Currency Revenue
The revenue generated by the action in the original currency.
Original Order Discount
The value of the discount given including reversals, if any.
Original Revenue
The sum of Revenue plus Reversed Revenue.
Other Cost
Additional costs associated with performance bonuses, make good payments, and placement fees. Select the currency amount to see a breakdown of other costs for the partner over the selected period.
Payable Clicks (v1)
The number of unique clicks tracked that registered payouts based on template terms (configured with CPC V1).
Payable Clicks (v2)
The number of unique clicks tracked that registered payouts based on configured template terms.
Raw Clicks
The total number of clicks tracked.
Raw Impressions
The total number of times an ad or post were displayed on a user's screen.
Reaches
The number of platform users who saw the post at least once.
Referral Landing Page
The URL of the partner page that directed the customer to your landing page to perform the conversion.
Revenue
This is the total amount of sales creators/partners have generated for you from link clicks for a particular campaign.
Reversal Rate
The number of reversals divided by the number of total actions.
Reversed Action Cost
The total Action Cost of Reversed Actions.
Reversed Actions
The number of conversions that have been reversed across your program.
Reversed Cost
The total amount paid to a partner that got reversed before the locking date.
Reversed Revenue
The total revenue of Reversed Actions.
ROAS
The value for the return on ad spent per event type over the selected period.
ROI
This number represents Revenue divided by Total Business Cost.
Shares
The number of times a creator's post got shared.
Shipping
The shipping cost associated with the order.
Tax
Any taxes assessed on the placement fee payment, if applicable.
Total Business Cost
The total Cost of Goods plus Total Cost.
Total Cost
Total cost includes payouts for actions, clicks, bonuses, and imported costs.
Total Discount
The total value of discounts given.
Views
The number of views that video content received for a post or per social platform.
Visualization customization reference
Data Table

• Add columns – add various columns of data measures you want to view within the data table, e.g., Actions, Advertiser ID.
• Add dimension filter – This allows you to pull data only for a specific subset of data. E.g., Show the Advertiser Name and Clicks ONLY WHEN Currency = USD & Country = USA.
• Add condition filter – This lets you filter out data that's over/under your desired threshold. E.g., you can set the Condition Clicks > 100, which will result in the visualization only including rows where clicks are greater than 100.
• Select comparison option – Select whether to compare the data measures to a date range or have it Same as report.
E.g., Advertiser Name & Clicks for the last 7 days and compare it to the previous 7 days.
• Add a Settings option – Toggle on whether you’d like to show the totals and pagination should the visualization have more data than can be displayed.
• Add styling options – Toggle on whether to show the widget title, border, and change the title alignment.
Line

• Add X-axis – Add data measures to your line graph along the horizontal plane. Data will only display once one of the Y-axis data measures is added.
• Add Y-axis right – Add data measures to your line graph along the right-hand side of the vertical plane.
• Add Y-axis left – Add data measures to your line graph along the left-hand side of the vertical plane.
• Add dimension filter – This allows you to pull data only for a specific subset of data. E.g., show the Advertiser Name and Clicks ONLY WHEN Currency = USD & Country = USA
• Add condition filter – This lets you filter out data that's over/under your desired threshold. E.g., you can set the Condition Clicks > 100, this will result in the visualization only including rows where clicks are greater than 100.
• Select comparison option – Select whether to compare the data measures to a date range or have it Same as report.
E.g., Advertiser Name & Clicks for the last 7 days and compare it to the previous 7 days.
• Add styling options – You can Toggle on whether to show widget title, border, and change the title alignment.
Area

• Add X-axis – Add data measures to your line graph along the horizontal plane. Data will only display once one of the Y-axis data measures is added.
• Series – Add measures that stack data in a series. You can drag and drop to change in which order the metrics stack.
• Add dimension filter – This allows you to pull data only for a specific subset of data. E.g., show the Advertiser Name and Clicks ONLY WHEN Currency = USD & Country = USA
• Add condition filter – This lets you filter out data that's over/under your desired threshold. E.g., you can set the Condition Clicks > 100, this will result in the visualization only including rows where clicks are greater than 100.
• Add styling options – You can Toggle on whether to show the widget title, border, and change the title alignment.
Treemap

• Group – Select one data measure you’d like data grouped for. A value must be selected in order for the data to be displayed.
• Values – Select one data measure you’d like to see the values for across the grouped measure.
• Add dimension filter – This allows you to pull data only for a specific subset of data. E.g., Show the Advertiser Name and Clicks ONLY WHEN Currency = USD & Country = USA
• Add condition filter – This lets you filter out data that's over/under your desired threshold. E.g., You can set the Condition Clicks > 100, this will result in the visualiza only including rows where clicks are greater than 100.
• Add settings option – Toggle on whether you’d like to include other.
• Add styling options – You can Toggle on whether to show widget title, border, and change the title alignment.
Vertical Bar

• Add X-axis – Add data measures to your line graph along the horizontal plane. This data will only display once one of the Y-axis data measures are added too.
• Add Y-axis left – Add data measures to your line graph along the left hand side of the vertical plane.
• Add Y-axis right – Add data measures to your line graph along the right hand side of the vertical plane.
• Add dimension filter – This allows you to pull data only for a specific subset of data. E.g., Show the Advertiser Name and Clicks ONLY WHEN Currency = USD & Country = USA
• Add condition filter – This lets you filter out data that's over/under your desired threshold. E.g., You can set the Condition Clicks > 100, will result in the visualization only including rows where clicks are greater than 100.
• Select comparison option – Select whether to compare the data measures to a date range or have it Same as report.
E.g., Advertiser Name & Clicks for the last 7 days and compare it to the previous 7 days.
• Add settings options – Toggle on whether you’d like to show the totals.
• Add styling options – You can Toggle on whether to show widget title, border, and change the title alignment.
Vertical stack

• Add X-axis – Add data measures to your line graph along the horizontal plane. This data will only display once one of the Y-axis data measures are added too.
• Series – Add measures that stack data in a series. You can drag and drop to change which order the metrics stack in.
• Add dimension filter – This allows you to pull data only for a specific subset of data. E.g., Show the Advertiser Name and Clicks ONLY WHEN Currency = USD & Country = USA
• Add condition filter – This lets you filter out data that's over/under your desired threshold. E.g., You can set the Condition Clicks > 100, this will result in the visualization only including rows where clicks are greater than 100.
• Select comparison option – Select whether to compare the data measures to a date range or have it Same as report.
E.g., Advertiser Name & Clicks for the last 7 days and compare it to the previous 7 days.
• Add styling options – You can Toggle on whether to show widget title, border, and change the title alignment.
Horizontal Bar

• Add Y-axis – Add data measures to your line graph along the vertical plane. This data will only display once one of the X-axis data measures is added.
• Add X-axis bottom – Add data measures to your line graph along the bottom horizontal plane.
• Add X-axis top – Add data measures to your line graph along the top horizontal plane.
• Add dimension filter – This allows you to pull data only for a specific subset of data. E.g., Show the Advertiser Name and Clicks ONLY WHEN Currency = USD & Country = USA
• Add condition filter – This lets you filter out data that's over/under your desired threshold. E.g., You can set the Condition Clicks > 100, which will result in the visualization only including rows where clicks are greater than 100.
• Select comparison option – Select whether to compare the data measures to a date range or have it Same as report.
E.g., Advertiser Name & Clicks for the last 7 days and compare it to the previous 7 days.
• Add settings options – Toggle on whether you’d like to show the totals.
• Add styling options – You can Toggle on whether to show the widget title, border, and change the title alignment.
Horizontal Stack

• Y-Axis – Add the data measure you’d like displayed along the Y-axis. This data will only display once series data measures are added too.
• Series – Add measures that stack data in a series. You can drag and drop to change in which order the metrics stack.
• Add dimension filter – This allows you to pull data only for a specific subset of data. E.g., Show the Advertiser Name and Clicks ONLY WHEN Currency = USD & Country = USA
• Add condition filter – This lets you filter out data that's over/under your desired threshold. E.g., You can set the Condition Clicks > 100, this will result in the visualization only including rows where clicks are greater than 100.
• Select comparison option – Select whether to compare the data measures to a date range or have it Same as report.
E.g., Advertiser Name & Clicks for the last 7 days and compare it to the previous 7 days.
• Add styling options – You can Toggle on whether to show widget title, border, and change the title alignment.
Combo

• Dimentions – Add a dimension measure, this reflects along the horizontal plane. You’ll need to add either a line or bar measure too before data is displayed in the visualization.
• Line – Select a measure to add, this is displayed as a line graph.
• Bar – Select a measure to add, this is displayed as a bar graph.
• Add dimension filter – This allows you to pull data only for a specific subset of data. E.g., Show the Advertiser Name and Clicks ONLY WHEN Currency = USD & Country = USA
• Add condition filter – This lets you filter out data that's over/under your desired threshold. E.g., You can set the Condition Clicks > 100, this will result in the visualization only including rows where clicks are greater than 100.
• Add settings options – Toggle on whether you’d like to show measures on a dual axis and whether you want to show totals.
• Add styling options – You can Toggle on whether to show widget title, border, and change the title alignment.
Funnel

• Group – Select one data measure you’d like data grouped for. A value must be selected in order for the data to be displayed.
• Values – Select one data measure you’d like to see the values for across the grouped measure.
• Add dimension filter – This allows you to pull data only for a specific subset of data. E.g., Show the Advertiser Name and Clicks ONLY WHEN Currency = USD & Country = USA
• Add condition filter – This lets you filter out data that's over/under your desired threshold. E.g., You can set the Condition Clicks > 100, this will result in the visualization only including rows where clicks are greater than 100.
• Add settings option – Toggle on whether you’d like to include other.
• Add styling options – You can Toggle onwhether to show widget title, border, and change the title alignment.
Donut

• Group – Select one data measure you’d like data grouped for. A value must be selected in order for the data to be displayed.
• Values – Select one data measure you’d like to see the values for across the grouped measure.
• Add dimension filter – This allows you to pull data only for a specific subset of data. E.g., Show the Advertiser Name and Clicks ONLY WHEN Currency = USD & Country = USA
• Add condition filter – This lets you filter out data that's over/under your desired threshold. E.g., You can set the Condition Clicks > 100, which will result in the visualization only including rows where clicks are greater than 100.
• Add settings option – Toggle on whether you’d like to include other.
• Add styling options – You can Toggle onwhether to show widget title, border, and change the title alignment.
Goals

• Measures – Select a data measure you’d like data displayed for. You can filter the measure depending on what you’ve selected.
• Values – Select one data measure you’d like to see the values for across the grouped measure.
• Add dimension filter – This allows you to pull data only for a specific subset of data. E.g., Show the Advertiser Name and Clicks ONLY WHEN Currency = USD & Country = USA
• Add condition filter – This lets you filter out data that's over/under your desired threshold. E.g., You can set the Condition Clicks > 100, which will result in the visualization only including rows where clicks are greater than 100.
• Add settings option – Enter a value to set a goal to achieve.
• Add styling options – You can Toggle on whether to show widget title, border, and change the title alignment.
Number

• Measures – Select a data measure you’d like data displayed for. You can filter the measure depending on what you’ve selected.
• Add dimension filter – This allows you to pull data only for a specific subset of data. E.g., Show the Advertiser Name and Clicks ONLY WHEN Currency = USD & Country = USA
• Add condition filter – This lets you filter out data that's over/under your desired threshold. E.g., You can set the Condition Clicks > 100, which will result in the visualization only including rows where clicks are greater than 100.
• Select comparison option – Select whether to compare the data measures to a date range or have it Same as report.
E.g., Advertiser Name & Clicks for the last 7 days and compare it to the previous 7 days.
• Add settings option – Toggle on whether you want compacted numbers. You can then select the amount of decimal places you want displayed.
• Add styling options – You can Toggle onwhether to show the widget title, border, and change the title alignment.
Text

Add text to your displayed data. This allows you to give more context on the metrics or the report as a whole.
Snapshot

• Dimensions – Add dimension measures, these measures reflect along the horizontal plane.
• Measures – Select a data measure you’d like data displayed for. You can filter the measure depending on what you’ve selected.
• Add dimension filter – This allows you to pull data only for a specific subset of data. E.g., Show the Advertiser Name and Clicks ONLY WHEN Currency = USD & Country = USA
• Add condition filter – This lets you filter out data that's over/under your desired threshold. E.g., You can set the Condition Clicks > 100, this will result in the visualization only including rows where clicks are greater than 100.
• Select comparison option – Select whether to compare the data measures to a date range or have it Same as report.
E.g., Advertiser Name & Clicks for the last 7 days and compare it to the previous 7 days.
• Add settings option – Toggle on whether you want compacted numbers. You can then select the amount of decimal places you want displayed. You can also
Toggle on sparklines, this helps show the trends, flow, and rate of change in your data.
• Add styling options – You can Toggle onwhether to show widget title, border, and change the title alignment.
Scatter

• Dimensions – Add dimension measures, this reflects across the graph, depending on the X-axis and Y-axis data selected.
• Add X-axis – Add data measures to your graph along the horizontal plane.
• Add Y-axis – Add data measures to your line graph along the vertical plane.
• Bubble Size Measure – Select a measure to be reflected by bubble visuals. The range of the measure for the time period will determine the size of the bubble on the scatter graph.
• Gradient Measure – Select a measure to be reflected by gradient visuals. The measure’s range determines the color scale.
For example, if the dimension is Partner and the measure ranges from 1 to 1M, the bubble representing 1M would appear in a different color.
• Add dimension filter – This allows you to pull data only for a specific subset of data. E.g., Show the Advertiser Name and Clicks ONLY WHEN Currency = USD & Country = USA
• Add condition filter – This lets you filter out data that's over/under your desired threshold. E.g., You can set the Condition Clicks > 100, this will result in the visualization only including rows where clicks are greater than 100.
• Add styling options – You can Toggle on whether to show widget title, border, and change the title alignment.
You can also Toggle on show legend to provide data keys in the top right corner of the visualization.
Card

• You can select one (and only one) dimension to be used as the card's primary image. The dimension should contain the image URL.
• You can add one or more additional dimensions to display as text on the card. Only the value of the dimension (e.g., "New Product") will be displayed, while the dimension's name will be hidden.
• You can also add one or more measures. Both the name and the value of the measure will be displayed on the card (e.g., "Revenue $17,897").
Step 5: Save and access custom reports
When you are done working on the report's visualizations, save and access your report.
Select Save in the upper-right corner.
From the left navigation menu, select
[Engage] → Reports → More Reports.
In the Category filter, select the Built category.
Your new custom report should be saved and available.
Select your custom report to access it.
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