Create and view reports

You can create a report and review the results on the same page. After you create a report, you can:

• Download it as a CSV file.
• Schedule it to run automatically and share it with others.
• Save it for later access.

To get started, jump to a section in the article:

• Create a new report
• View available metrics and dimensions
• View and manage your reports 

Create a new report

1. Sign in to Authorized Buyers.
2. Click Reporting and then New report.
   
3. To name your report, choose an option:
   • Next to "New unnamed report," click , then enter a name and click Apply. 
     This option doesn't save your report until you click Save. 
   • Click Save as, then enter a name and click Save.
     This options names and saves your report.
4. To set a date range for your report, next to the date, click and make your selection.
   By default, "Last 7 days" is selected. You can select a preset range, or specify a custom range. Note that some date ranges may not be available based on the metrics and dimensions used in the report. 
5. To apply a filter, such as "Platform," click , and then:
   1. Click Add filter, and select a filter from the menu.
   2. Make your selections for what to include or exclude, and click Apply.
6. To add dimensions, next to a dimension category, click and make your selections.
   Dimensions you add show under "Rows." Learn more about viewing dimensions. 
7. To add metrics, next to a metric category, click and make your selections.
   Metrics you add show under "Columns." You must add at least one metric for the report to run. Learn more about viewing metrics.
   Tip: To undo selections that you haven't yet saved in a report, click Reset. For example, if you add three metrics to a report, and then decide to remove them, "Reset" removes the three metrics and returns the report to its last saved state. Reset does not delete saved reports.  
8. Review the report results.
9. (Optional) You can change the layout of the results:
   • To reorder rows or columns, drag a metric or dimension you added to a new spot on the list.
     
   • To sort results by value, on a metric or dimension you added, click and select High to low or Low to high.
     
   • To remove a metric or dimension from the report, click  and then Remove.
10. (Optional) To download the report, click Download and select a file type.
    Currently, CSV is available.
11. (Optional) To schedule and share the report:
    1. Click Schedule.
    2. Under "Frequency," click  and select an option, such as "Weekly."
    3. Under "Format," click  and select a file type. 
       Currently, CSV files are available for scheduled reports. 
    4. Under "Share with," enter one or more email addresses.
    5. Click Save.
12. To save your report, be sure to click Save if you haven't yet done so. 

View available metrics and dimensions

When creating a report, you can view all available metrics and dimensions in a menu, and you can change how the menus show (such as expanded or collapsed). To avoid adding incompatible metrics and dimensions to your report, you can enable "Show incompatible."

For details, review these options:

• To find a metric or dimension, enter its name in the "Search metrics and dimensions" search box.
• To change how the metric and dimension menus show, click  and make a selection:
  • Expand all: Expands the currently selected category. For example, if you select Metrics, then Expand all, the metric categories are expanded. To view all metrics and dimensions, click All and then Expand all.
  • Collapse all: Collapses the currently selected category.
  • All (default view): Shows all metric and dimension categories. Click a category to expand it. Note that if you add all the items from a category to your report, the category's name is hidden from the menu.   
  • Metrics: Shows only the metric categories. To learn more about each metric, visit Reporting metrics. 
  • Dimensions: Shows only the dimension categories. To learn more about each dimension, visit Reporting dimensions.
• To avoid adding incompatible metrics and dimensions to your report, click , and next to "Show incompatible," turn on the switch . When on, incompatible metrics and dimensions can't be selected.

View and manage your reports

On the "Reporting" page, you can view reports you created. You can also open reports for further editing, download them as CSV files, and delete those you no longer need.

1. Sign in to Authorized Buyers.
2. Click Reporting.
   
3. To search for a report, in the search box, enter some keywords, such as the report title.
4. To view details about a report, at the end of its row, click .
5. On the table, review the details for reports you previously created. Details include:
   • Name: Shows the report's name, date range, metrics, and dimensions. To sort the column alphabetically, click Name. 
   • Schedule/Format: Shows if the report is scheduled. Scheduled reports indicate the file format that will be delivered. CSV is currently available for scheduled reports.
   • Last modified: Shows when the report was last modified. To sort the column chronologically, click Last modified.
   • Date created: Shows when the report was created. To sort the column chronologically, click Date created. 
   • Action: Shows an option to download the report. To download the report, click Download and select a file type. Currently, CSV is available. 
6. To open a report for editing, under "Name," click the name of a report. 
7. To delete a report, next to a report's name, check the box, and then click Delete.