Adding Additional Clients/Advertisers

To add additional clients, you can create a rule for this in the conditions section of your report. This is useful if you only want specific clients. If you want all of them, then a rule is not required.

1. From the Dashboard, go to Reports on the left column and select Report Builder from the dropdown menu.

2. Click on the report you wish to change, and select Edit.

3. Go to the Conditions tab. Here, you can set the rules for your report builder. You can add a new rule by clicking Add Rule.

4. Now you can select the specific requirements you want to include. To add additional clients, select the field name that corresponds to your clients (e.g advertisers).

5. Next, set the condition to Equal.

6. In the final field, enter the client name that you want included in the report. (Please ensure that the client name is the exact match to what is specified on the platform).

7. By clicking Add Rule and repeating, you can do this for as many clients as you need. Once you are done, click Save.

Please note: if all clients are required on the report, this step is not necessary. 

Adding Additional Fields 

1. From the Dashboard, go to Reports on the left hand menu and select Report Builder from the dropdown menu.

2. Click on the report you wish to change, and select Edit.

3. Go to the Fields tab and click Add Field.

If fields need to be removed, select the 'x' before the field name.  

4. Here, you can click the tick box to the left of the field you want to assign. Click Add Field at the bottom of the page when this is done. 

5. Click Save.

Setting Date Boundaries

1. From the Dashboard, go to Reports on the left hand side and select Report Builder from the dropdown menu.

2. Click on the report you wish to change, and select edit.

3. Go to the Conditions tab.

4. Click the Add Rule button.

5. In the new rule that appears, in the first field select 'created Ts'. This is the lead date or timestamp as it appears in the platform.

6. In the next field, you can enter the operator. If you want all leads after a certain date, you should select 'Greater Or Equal'. If you want leads before a certain date, you should select 'Less or Equal'.

7. In the final field, you should input the date. For this, you should use the YYYY/MM/DD format.

8. If you wish to get leads between certain dates, you must create two rules. One must have the 'Greater or Equal' operator for the start date and the other should have the 'Less or Equal' operator for the end date.

9. When you have completed this, click Save.

Scheduling Automatic Report Generation

1. From the Dashboard, go to Reports on the left hand column and select Report Builder from the dropdown menu.

2. Click on the report you wish to change, and select Edit.

3. On the setup page next to Schedule, you can choose between Daily, Weekly or Monthly. You can then specify the day and time you want the report to be generated at this frequency.

4. When you have made your changes, click Save.