When you manage broad, multi-market campaigns, you need precise ways to isolate specific data points and evaluate true performance. The dashboard provides robust parameter controls so you can extract exact insights from massive media sets. Let's review how to refine your view and locate specific creatives.
Step 1: Locate the Filter Menu
To apply a parameter, click the white plus sign located next to the filter icon at the top of your dashboard. You can refine your results further by date. Simply select the month, quarter, or year in the top right corner of the screen.
Step 2: Apply General Parameters
The system categorizes your core campaign elements into general data segments. Select from these primary options to narrow your initial view:
| General Filter | Use Case |
|---|---|
| Ad Account | Review specific accounts or groups of accounts connected to your brand. |
| Ad Campaign | Segment data by specific campaigns or exact campaign objectives. |
| Ad Format | Measure performance based on the specific media format. |
| Asset Type | Isolate image files from video files. |
| Brand | Isolate specific brands or compare groups of brands against each other. |
| Campaign Status | Choose between In-Flight or Pre-Flight evaluations (only available in the Creatives Tab). |
| Channel | Contrast results across specific platforms, like Facebook versus YouTube. |
| Creative Quality Tier | Segment assets by their specific score classification (Excellent, On Track, or Needs Work). |
| Market | Focus on a specific region or select multiple markets to compare continent adoption. |
| Partner | Understand performance across all of your connected agencies or companies. |
Step 3: Apply Advanced Parameters
Once you establish your general segments, use advanced parameters to extract highly specific performance details:
| Advanced Filter | Use Case |
|---|---|
| Custom Filters | Jump to pre-set groups of data established by your organization Administrators. |
| Guidelines | Isolate assets that pass or fail a specific rule to determine how performance cascades across multiple criteria. |
| Creatives | Type a specific CreativeX ID to jump straight to that exact file. |
| Metrics | Isolate performance based on exact impression or spend levels (for example, media investments greater than $100K). |
| Keyword Search | Isolate live posts that contain a specific hashtag or product reference in the text description. |
| Compliance & Brand Status | Identify assets compliant or non-compliant with strict regulatory and brand rules. |
Troubleshooting
Did you encounter a roadblock with your data filters?
- Absent Creative IDs: If you search for a specific Asset ID and the system returns zero results, check your Date Range. You must set the Date to 'All Time' or the exact month the asset went live to view the result.
- Absent Campaign Status Options: If you cannot locate the In-Flight or Pre-Flight option, check your current workspace. The system only provides this parameter on the Creatives Tab.
Please contact support@creativex.com if you have more questions.