Ad Revenue Report Tutorial

The Ad Revenue report is a powerful tool that allows you to create expansive reports and save them for future use.

Accessing Report Builder

Report Builder opens by default when you log in to your account.

Creating an Ad Revenue report

We are going to build a report to see the most successful pages on your website.

  1. On the left navigation menu, click Create New Report.
  2. Click Ad Revenue.

    This screen lets you set up your report. 

    A Name the report.
    B Set the report’s date range.
    C Set the report’s time zone.
    D Filter your results.
    E Select the dimensions in the report. Mousing over a dimension provides a brief description.
    F Rearrange or remove selected dimensions.
    G Select the metrics on which you would like to report.
  3. Under Date Range (B), select Last 7 Days.
  4. Change Timezone (C) if you live in a different timezone.
  5. Under Dimensions (E), scroll down the list to find URL (Top 50). Note that this is currently greyed out. This is because certain properties cannot be selected together. In this case, having Hour selected is preventing us from selecting URL (Top 50). To remove Hour, click on the trash can icon to the right of Hour.

    URL (Top 50)” is now selectable. Click on it to add it to your report Dimensions.
  6. Add Device Type. 
  7. Below Metrics (F), select Requests, Impressions, Viewability, Net Revenue, and Net CPM. When no specific metrics are selected, the report loads using all of them, but takes longer to load. Your selections should look like this.

    If the order of your Dimension tiles is different, click and drag them to match the image above.
  8. Click Run at the bottom of the page to create the report. When it has finished loading, the report screen displays. It is composed of three sections: the report criteria, the visualizer, and the table.

Modifying the report criteria

The report criteria section provides a breakdown of the criteria used to generate the report, as well as actions you can take on the report itself.

These allow you to:

A Rename your report.
B Return to the previous screen to make changes to the report criteria.
C Save a copy of the report. Note that it will be saved with the name entered under Report Name. Clicking Save automatically refreshes the report.
D Make a copy of this report. Press Make Copy to save a copy of the report and create a duplicate. You automatically navigate to the duplicate. 
E Refresh the report. This is useful for Saved Reports with dynamic Date Ranges (for example, Last 7 Days).

  1. Under Report Name, replace the text with an appropriate name. This is the name that will appear in the Saved Reports section. We are calling ours “Top URLs Over The Last 7 Days.”
  2. Click Save. This report now appears in your list of saved reports. 

Using the visualizer

The visualizer lets you create custom visual representations of your data, allowing you to quickly examine the health and trends of your account. Upon loading, you see the top URLs on your site ranked by Net Revenue.For a very thorough look at all of the options available in the visualizer, see the Performance Report tutorial.

For the current report, your visualizer should resemble the image below, but with your account’s data. We have highlighted the areas that can be used to display the data in different ways.


With these, you can adjust:

A The metric being measured in the chart (the y-axis on the displayed graph).
B The primary dimension of your chart (the x-axis on the displayed graph). 
C The number of entries your primary dimension displays. This can be changed to multiples of 5. 
D How the primary dimension is ordered. Note that the data showing directly in the chart is still controlled by the metric being measured in the chart (A).
E Visible elements of the primary dimension. Check and uncheck items here to choose which ones you want on your chart. 
F The secondary dimension of your chart. This is used to break down the primary dimension into subsections.
G The graph/chart type.
H The orientation of your chart. This is only available for Bar Charts. Clicking on it will switch the X and Y axis, which may make it easier to read the data.

Using the table

The table lets you see the raw data contained in your charts.



A
Change how data is displayed. Long shows the full numbers, while Short rounds off the values and abbreviates them to make it easier to read at a glance.
B Filter your data to only include entries with certain text. 
C Choose how many rows of data to show per page.
D Click the filter button to enable filtering of your various dimensions and metrics. This adds a filter icon above every column in your table.

  • Click on a filter icon above a column to see a complete list of entries for that column. Uncheck the ones you want to filter out.
  • There is a Search bar, and two buttons labelled Clear and Select all.
    • Clear unchecks every entry for that column.
    • Search lets you to filter your list with only items that contain certain text.
    • Select all selects all of the items in that column.

Download a CSV copy of your report.
Move forward and backward between pages of data.

Accessing saved reports

Now that your report has been saved and reviewed, click Saved Reports on the left menu bar.


The Saved Reports screen has a list of all the reports you have saved previously, and a brief overview of each. 

Click on the report to return to the saved report with the data that was loaded into it the last time it was refreshed. If your report has a dynamic date range (for example, Last 7 Days), click Refresh to keep the data current.

For more information, see our documentation at docs.sortable.com. If you have any questions, contact us at success@sortable.com.