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Guideline Report: Spot Missed Opportunities and Maximize Impact

Every campaign follows a set of creative best practices. The challenge is not defining those guidelines - it is making sure every asset actually meets them.

The Guideline Report helps you answer that challenge. It shows how well your creative aligns with your organization’s standards and highlights where teams miss opportunities to improve performance.

If you want to understand whether your media investment supports high-quality creative - or whether gaps in execution reduce impact - this report provides a clear, actionable view.


What this report helps you analyze

The Guideline Report focuses on adherence to creative best practices. It shows which guidelines your teams follow consistently and where performance falls short.

With this report, you can:

  • Identify which guidelines drive strong performance and which ones fall behind
  • Compare adherence across brands, markets, and channels
  • Evaluate whether high-spend areas align with best practices
  • Spot gaps between creative quality and media investment

This view helps teams move from assumptions to evidence. Instead of asking whether creative meets standards, you can see exactly where it succeeds or fails. 


Get started with the report

To begin your analysis:

  1. Open the Reporting menu.
  2. Select Guidelines.
  3. The Default Score filter is applied automatically when you open a new Guideline Report. You can select a different score, or remove the filter to view data across all scores.
  4. Adjust the date range. Choose from year, quarter, month, or all time.

The report displays guidelines on one side and adoption rates on the other. This layout allows you to quickly identify which best practices your creative meets and which ones need attention.


Break down performance by segment

Once you identify gaps, the next step is to understand why they exist. Segments help you break down adherence across different dimensions.

To segment your data:

  1. Click Setup.
  2. Select a dimension from the Segment by dropdown.
  3. Apply your selection.

You can segment your data by:

  • Brand, Channel, or Market
  • Ad Format
  • Campaign ID, Campaign Name, or Campaign Objective
  • Asset Type such as video or image
  • Content Type such as influencer or branded
  • Guideline scoring tiers or custom filters

This step helps you pinpoint where adherence drops. For example, one market may follow guidelines closely while another struggles with the same standards.


Focus on high-impact opportunities

Not every gap carries the same importance. To prioritize effectively, combine guideline adherence with a secondary metric such as spend or volume.

To add a secondary metric:

  1. Click Setup.
  2. Use the Add Metrics dropdown.
  3. Select a metric such as Total Spend, Total Posts, or Total Assets.
  4. Apply your selection.

Once applied, sort your data by spend or volume. This view highlights where the largest investments sit—and whether those assets meet your guidelines.

Improving adherence in high-spend areas can increase efficiency and reduce wasted media investment. 


Refine your analysis with filters

Filters allow you to narrow your focus to a specific dataset.

To apply filters:

  1. Click Filter at the top of the report.
  2. Select the dimensions you want to include.
  3. Apply your selection.

You can filter by:

  • Brand
  • Channel
  • Market
  • Asset Type
  • Content Type

If you have access to in-flight data, you can switch between In-Flight and Pre-Flight views. This option allows you to compare how creative performs before and after launch.


Save and share your report

After you build your report, you can save it or share it with your team.

  • Save your report to return to it later
  • Export as a CSV for deeper analysis
  • Access saved reports in the “My Reports” section

This step helps teams maintain consistency and track improvements over time.


Please contact support@creativex.com if you have more questions

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