Overview
The Reporting Assistant helps you explore reporting and delivery data by asking questions in plain English.
It allows you to quickly understand what is happening across campaigns, publishers, and leads by returning clear summaries and table previews, with options to download reports as CSV.
This guide explains:
- What kinds of questions work best
- How to frame questions for accurate results
- What the assistant can and cannot answer
What the Reporting Assistant Can Help With
You can use the Reporting Assistant to ask questions about:
- Campaign activity
- Publisher delivery and pacing
- Lead statuses (valid, invalid, caution, billable, delivered, pending batch, etc.)
- Top lead invalidation reasons
- Publisher Bands
- Lead data, including assets, company, company size, country, email domain, industry, job title/role, whitepapers.
The assistant focuses on showing data and answering questions, not providing opinions or recommendations.
How to Frame Your Questions
When asking a question, try to include:
- What you want to see (e.g. leads, statuses, campaigns, publishers, etc.)
- Which entity (campaign, publisher, or overall)
- When (yesterday, last week, last month, specific dates)
If any part of your question is unclear, the assistant may ask a follow-up question before answering.
Common Question Types & Examples
High-Level Summaries
Use these when you want a quick overview.
Examples
- “How many leads were delivered yesterday?”
- “What is the overall lead status breakdown for last week?”
- “Show a summary of campaign delivery for this month.”
Time-Based Questions
Specify a time range to get accurate results.
Examples
- “Show lead delivery for the last 7 days.”
- “What were the invalidation rates last month?”
- “How did pacing look over the previous week?”
Filtered Questions
Add filters to narrow down results.
Examples
- “Show valid leads for Campaign X last week.”
- “What were the invalidation reasons for Publisher A yesterday?”
- "Which Publisher Bands generated the most billable leads last month for Campaign X?"
Lead Data Questions
You can include supported lead data fields in your reporting queries to analyse lead characteristics and attributes.
Examples
- Show me all delivered leads for Campaign X with their job title, downloaded asset and company size.
- How many leads downloaded Asset X?
- Show me billable lead counts by company size, job role and industry.
- List the email domains for billable leads in Campaign X.
Follow-Up Questions
You can refine results by asking follow-up questions.
Examples
- “Can you break that down by Publisher?”
- “Only show invalid leads.”
- "Group by publisher bands"
- "Group by email domain"
What You Will Get in the Response
Depending on your question, the Reporting Assistant may return:
- A short written summary
- A table preview of the data and an option to download the full report as CSV file
For larger or more detailed requests, the assistant will first show a preview and ask if you want to generate and download the full report.
Questions the Reporting Assistant Cannot Answer
The Reporting Assistant does not yet answer questions related to job configuration details, audit trail, publisher bands, value transforms, etc.
🚫 Configuration & Setup
The assistant cannot yet answer questions about:
- Value Transforms
- Agencies
- Forms
- Batch Job Schedule details
- Scheduled Delivery Schedule details
- Campaign Metadata
- Campaign Templates
- Users
- Audit Logs
- Deleted leads/campaigns/publishers/advertisers/jobs etc.
Examples
- “What value transforms are enabled on this campaign?”
- “What is the batch schedule for Campaign X?”
- “When will leads be next delivered via Scheduled Delivery on Campaign Y or by Publisher A?”
Questions About Configuration or Setup
The Reporting Assistant can show what happened, but it cannot explain how things are configured or why a configuration behaves a certain way.
For example, the assistant can tell you that leads were invalidated because they failed specific jobs (e.g. Job X, Y or Z), but it cannot explain how to fix those configuration issues or why those jobs behaved a certain way.
Limitations in Aggregation
The assistant also has limitations when it comes to aggregating data in the following scenarios:
- Job-level failures:
The assistant cannot aggregate all leads that failed for the same underlying configuration reason across multiple jobs. - Manually entered invalidation reasons or comments:
When leads are invalidated manually and free-text comments are added (e.g. “lead was not available over phone” vs “not contactable over call”), the assistant cannot group these together for a single reason, even if they mean the same thing. - Call centre–managed campaigns:
For campaigns where rejection reasons are entered manually by Call Centre agents, the assistant cannot aggregate or standardise these reasons based on the entered comments. - Custom Form questions and answers:
If custom questions or answers are manually entered via forms, the assistant cannot aggregate results based on the custom question or the custom answer values.
Example: “Why was this lead rejected based on batch job rules?”
In these cases, the assistant may still show counts or individual records, but it will not infer, standardise or explain configuration-level causes.
System Internals
The assistant does not expose:
- SQL queries
- Data source details
- System or processing logic
If a Question Is Out of Scope
If a question cannot be answered, the assistant will:
- Explain that the question is currently out of scope
- Ask you to rephrase the question in a reporting-focused way
- Suggest checking documentation or platform screens where applicable
Getting Better Results
- Be specific about timeframes
- Mention Campaign ID, Lead ID, Advertiser names or Publisher names when relevant
- Specify the lead data fields you want to include, such as company, job title, company size, country, email domain, industry or assets.
- Use previews to confirm before generating full reports
Data Refresh Frequency
Data used by the Reporting Assistant is refreshed every 20 minutes. This means that newly received or processed data will be reflected in reporting up to 20 minutes after it is available in the platform.
Looking Ahead
The Reporting Assistant is continuously evolving. We are actively expanding the range of reporting questions it can answer and the data it can analyse, while improving how results are presented. Future enhancements will continue to broaden reporting coverage and introduce richer visualisations, helping users explore and understand their data more effectively.