Data Views

A New Standard in Reporting and Data Analysis

1. What is Data Views?

Data Views is a new, flexible reporting system that allows you to:

• Access data dimensions and metrics previously unavailable.

• Customize reports with filters, columns, and views tailored to your needs.

• Analyze performance across campaigns, partners, creatives, and more.

Key Features:

• Instant filtering and data updates.

• Predefined and customizable reports.

• Options to export data or share reports with others.

2. Getting Started with Data Views

Familiarize Yourself with Data Views

• Begin by exploring the demo and walkthrough provided in the introduction video. It offers a clear explanation of how Data Views work, key features, and practical examples to help you get started quickly.

Accessing Data Views

1. Log in to your platform and navigate to the Insights and the Data Views section.

2. Choose a predefined report (e.g., Creative Set Performance, Tracking Details) or go to the overview.

3. Available Data Views

Here are the main predefined reports you can use:

• Creative Set Performance by Partner
  Analyze how specific creative sets (often “campaigns”) and partners contribute to conversions.

• Tracking Detail Overview
  Check tracking implementation health (e.g., missing click IDs, anomalies).

• Untracked Conversions Report
  Diagnose why some conversions weren’t tracked (e.g., missing IDs, duplicate entries).

• Validation Report
  See how many conversions were validated

4. How to Use Data Views

A. Navigating the Data Views UI

The Data Views interface is designed for easy access and analysis. Here’s how to make the most of it:

Key Features

1. Breadcrumb Navigation

   • Use the top-left breadcrumb trail (e.g., Dataview > Explorer > Report Name) to move between reports.

2. Filter Bar

   • Apply filters (e.g., Date, Advertiser ID) to refine data.

   • Use Clear to reset filters or Refresh to update data.

3. Data Table

   • Shows your report in columns (e.g., Click Count, Conversion Count).

   • Column Options (⋮): Add, remove, or reorder columns as needed.

4. Report Actions Menu

   • Found in the top-right, lets you:

     • Edit columns.

     • Export data (CSV or API).

     • Save changes (affects all users).

5. Pagination and Summary

   • Adjust rows per page or navigate between pages at the bottom.

   • See the total rows and processing time.

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Elements of Navigation

B. Filtering Reports

Filters help narrow down data to what’s most relevant.

• Example: Filter by Advertiser ID or Creative Type.

1. click in the field of a value, that you want to filter

2. select filter by this value

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or:

1. Click the Filter menu at the top of the report.

2. Choose the dimension you want to filter (e.g., Date, Advertiser)

3. Pin filters for quick access or remove them as needed.

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C. Adding or Removing Columns

Customizing columns lets you focus on specific metrics or dimensions.

To remove a column:

1. Hover over the column header.

2. Click Remove.

To add a column:

1. on the top right, hover over the name of the report. You will be able to select some options, including to “Edit Columns”

2. Browse the list of available dimensions and add or remove them

   1. The data is sorted in different data sets.

   2. For quick access, you may want to use the search bar

3. Select and drag it into your report.

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Reordering Columns

• In the function “edit columns”

• If you select the tab “order” you can

  • change the order of columns

  • rename columns

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• remember to click on “preview the changes”

• Be aware: If you hit Save changes you will save changes and change the data view (for all users).

D. Adjusting Granularity

Time

Granularity determines the time intervals of your data (e.g., daily, monthly).

1. On top you find the filters for time granularity.

2. Choose from options like:

   • Daily

   • Weekly

   • Monthly

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Granularity: Start Broad, Then Focus

Granularity in Data Views allows you to see detailed numbers (like conversions, clicks, or revenue) for every value in each column. A smart strategy is to start with a broad view, including multiple columns and values, to explore all available data. From there, you can gradually reduce granularity by:

1. Filtering for specific values (e.g., focusing on a single advertiser, category, or date range).

2. Removing unnecessary columns to simplify your view and focus on the most relevant insights.

This step-by-step approach helps you uncover patterns and refine your analysis without getting overwhelmed by too much data at once. Think of it as zooming in on the details that matter most.

E. Creating a Custom Report

1. Start with a predefined report.

2. Customize by:

   • Adding or removing columns.

   • Sorting columns and renaming them.

   • Applying filters (e.g., by advertiser, date range) or pinning filters.

   • Adjusting granularity (time wise)

3. Save the report with a clear name for future access.

   • please note, after saving the report it may take up to 15 minutes, until it can be seen in the UI. Good opportunity to grab a cup of coffee in the meantime.

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F. Exporting Data

1. Click the button with the name of the report in the menu (upper right).

2. Choose the format:

   • CSV: Download for offline use. The download will be provided via the export page

     • access the export page via the displayed path on top of the page
       
       

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   • API Link: Generate a dynamic link for integration with external tools.

     • The API link will automatically provide the result the way the data view is configured

Dynamic Time Ranges: Exported reports automatically update with the selected time range (e.g., "This Month").

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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:

1. Open the Report: Navigate to the Data View you want to share.

2. Access the Share Menu:

   • Click the button with the report’s name in the upper-right corner.

   • Select the "Share" option.
     
     

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3. Choose Recipients:

   • Share the report with individual users or predefined groups (e.g., All Admins (“Agency Users”), All Partners).
     
     

4. 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.
     
     

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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. Overview of Data Views

The Data Views Overview page provides a centralized space to manage and navigate all your reports. It displays both predefined and custom data views, allowing you to quickly access, edit, or create new reports. Here's how the page is structured:

1. Search Bar

   • The search bar allows you to quickly find specific reports by typing the name or keyword.

2. Create Button

   • The red + Create button in the upper-right corner allows you to create a new custom Data View.

   • Recommended for advanced usage only

3. Toggle to grid view/ list view

   • A nice feature to sort the way you see your Data Views

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4. Data View List

   • Each row represents an individual Data View, showing: Title, category, last edited by

5. Icons and Actions

   • People Icon: Displays how many users or groups the report has been shared with.

   • Star Icon: Mark a Data View as a favorite for quick access later.

   • Ellipsis Menu (⋮): Access advanced options such as editing, duplicating, or deleting the Data View.

7. Practical Examples

Example 1: Analyze Creative Performance by Category

1. Open the Creative Set Performance report.

2. Filter by Category and Date Range.

3. Add the Category Name column if not already visible.

4. Adjust granularity to Monthly.

5. Review performance metrics and save the report.

Example 2: Investigate Untracked Conversions

1. Open the Untracked Conversion Report.

2. Filter by Advertiser and Date Range.

3. Identify issues like missing conversion IDs or duplicate entries.

4. Export the report and share it with your team for further investigation.

8. 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