When your team needs to track campaign success, they require flexible data tools. Our platform empowers you to extract specific insights on demand. Whether you need a regular monthly summary for leadership or a quick ad-hoc analysis for a future presentation, you can construct and store custom data views with ease. Let's review the exact steps to create and export your analytics.
Step 1: Access the Report Builder
To start your analysis, navigate to the New Report section in your dashboard sidebar. Choose the exact framework you want to explore, such as scores, time periods, or guidelines. Read our guide on what you can report on to understand these distinct types.
Step 2: Build Your Framework
Once inside the tool, the system provides default parameters to help you start. You can then tailor the data to your exact needs:
| Parameter | Description |
|---|---|
| Setup | Select the key segments and metrics to analyze. |
| Filters | Narrow your scope by specific brands, markets, or partners. |
| Dates | Choose the exact time period for your analysis. |
Step 3: Visualize the Data
The tool displays your information through interactive bar charts and data tables simultaneously. You can select specific metrics to visualize in the charts, or sort the table columns (such as 'low quality spend') from highest to lowest to quickly identify areas that require attention.
Step 4: Save for Future Use
When you finalize your ideal data view, save it for easy access later. Type a recognizable name into the prompt, add a brief description for context, and click the Save button. All saved configurations live securely in your My Reports tab.
From the My Reports tab, you can execute these saved views on a monthly basis. Just open the saved file, adjust the date range to the current month, and generate the fresh data.
Step 5: Export and Share
To distribute your insights, click the Export CSV button. You can then share this downloaded document directly with your team or combine it with external data sources. If you just need a quick, ad-hoc answer without storage, you can generate and export a new view without a save action.
Troubleshooting
Did you encounter a roadblock with your data?
- Absent Report Types: If you cannot view specific options like the Connected Data report, your account might have a restricted role. Review your report permission levels to understand your exact access limits.
- Empty Data Rows: If your table appears empty after you apply filters, double-check your date range. Often, a narrow date selection will exclude recent campaigns that have not yet fully processed.
Please contact support@creativex.com if you have more questions.