Relevant to: Demand Acceleration Platform | Content Syndication | Event Lead Management | Webinar Integrations | Social Integrations
This article provides an overview of the options available when creating reports in the Demand Acceleration Platform. These tools will help when making Source selections and to generate reports quickly.
| Access to some report types may be restricted within a user's permissions. You can read more about permissions in User Management Settings. If you are unsure about your permissions, speak with our Support team or your Customer Success Manager. |
| See Creating Reports first to learn how to build reports in the Demand Acceleration Platform. |
In this article
Source Selection Tools
| Sources still in Draft status cannot be selected for generating reports. Sources will only be available to add to a report once they are finalized and Pending or Live. |
Customize the Sources view
Define how you would like the Sources to display:
- Use the search bar to find specific Sources.
- Click the arrows next to column headers to order the Sources in ascending or descending order.
- Show or hide Sources according to whether they have been selected, by using the Show Only Selected toggle.
- View Sources in certain status with the Status filter.
Add Sources to your report
To add Sources to your report, check individual selection boxes in the first column. Checkbox colors are cosmetic only and not indicative of Source status.
Use the select all checkbox to add all the Sources that are currently visible on the page.
Use the pagination bar to view and add more Sources to the report.
The Sources number will update to display how many have been added to the report.
| Event Sources will be displayed as CPL in the Type column with your Account name visible in the Media Partner column. |
Sidebars
Filter sidebar
The Filter Sidebar allows you to determine which Sources are visible in the Sources table.
1. Click on Filter.
2. Search for specific Campaigns.
3. Use the View dropdown menu to switch between Campaigns and Media Partners. You can use the Search bar to locate specific Campaigns or Media Partners.
Any filters that have been applied are displayed along the top of the Sources table. You can remove individual filters by deselecting from the list or clicking the x.
Auto-add sidebar
Use the auto-add sidebar to automatically add newly created Sources to an existing report.
1. Click on Auto-add.
2. Search for specific Campaigns.
3. Use the View dropdown menu to switch between Campaigns, Media Partners and Accounts. You can use the Search bar to locate specific ones.
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The Auto-Add Account option is recommended for users monitoring lead flow from the Demand Acceleration Platform into a Marketing Automation or CRM system. |
4. Add and remove Campaigns, Media Partners and/or Accounts by clicking the toggle in the Auto-Add section.
The Auto-Add number will update to display how many of auto-add options have been added to the report.
Settings sidebar
The Settings sidebar provides additional settings depending on the type of report that you are creating.
Leads Report
In the sidebar, you can:
- Determine whether Accepted and/or Rejected leads are added to the report.
- Choose to consolidate leads into one file or receive a separate file for each Source.
- Specify the format of the report as either a .xlsx or .csv.
- Customize which Fields populate the Lead Report in the Fields tab. See Leads Report for more information.
Campaign Report
In the sidebar, you can:
- Determine which selected Campaigns are included in the report according to their status.
Source Report, Payout Detail Report and Payout Summary Report
In the sidebar, you can:
- Determine which selected Sources are included in the report according to their status.
Troubleshooting
Here are some common issues encountered and how to rectify them.
| Problem | Action to take |
| Can’t find a Source. |
Check your filters and/or search term to ensure you’re using the exact or partial Source Alias. Hit Enter to submit the search query. |
| Missing Sources. | When using the Select All box, be sure to check for additional pages. You can expand the number of Sources per page up to 100 if needed. |
If you need additional assistance troubleshooting, please contact Integrate Support.
Recommended Reading
- Building Reports
- Creating Reports
- Generating & Scheduling Reports
- Report Types in the Demand Acceleration Platform