...
Dynamic Time Ranges: Exported reports automatically update with the selected time range (e.g., "This Month").
...
5. Sharing Data Views
Sharing Data Views within the system allows you to collaborate seamlessly by giving specific users or groups access to your reports. However, sharing is governed by roles and access rights, ensuring data is protected and shared responsibly.
How to Share Data Views
Sharing a report is straightforward:
Open the Report: Navigate to the Data View you want to share.
Access the Share Menu:
Click the button with the report’s name in the upper-right corner.
Select the "Share" option.
Choose Recipients:
Share the report with individual users or predefined groups (e.g., All Admins (“Agency Users”), All Partners).
Define Roles for Recipients:
When sharing, you can assign one of the following roles:Viewer: Users can view the report but cannot make any changes.
Editor: Users can customize the report, such as adding filters or changing columns.
Owner: Full control, including the ability to delete or further share the report.
...
Best Practices for Sharing
Limit Editing Rights: Assign the Viewer role for shared reports to prevent unintentional changes unless collaboration is required.
Use Groups for Efficiency: For broad access, share reports with groups (e.g., All Admins) rather than individual users.
Regularly Review Access: Periodically check who has access to sensitive reports to ensure compliance with data policies.
By managing access rights and roles effectively, you can share insights with the right people while maintaining control over your data’s integrity and confidentiality.
...
6. Practical Examples
Example 1: Analyze Creative Performance by Category
...
Open the Untracked Conversion Report.
Filter by Advertiser and Date Range.
Identify issues like missing conversion IDs or duplicate entries.
Export the report and share it with your team for further investigation.
...
7. Tips and Best Practices
Start simple: Use predefined reports to familiarize yourself with the interface.
Pin frequently used filters (e.g., advertiser) to save time.
Regularly export reports for offline analysis or to share insights with stakeholders.
Use API exports for automated data integrations.
learn more in this video
...