|n/a||Name||(Optional) A name for the report and for the template (if you save the report as a template). If you apply an existing template, the template name is filled in by default. If you don’t apply a template or enter a name, then the report is named
You can optionally enter a custom name, but don’t use a file extension.
If you’re creating a template to send reports to an FTP directory, then you can optionally include “CSV” (in uppercase letters) anywhere in the file name to create files in CSV format rather than the default TSV format. See file name requirements for reports sent to an FTP directory.
|Save as template||(Optional unless you want to run the report according to a schedule) Saves the report settings as a template, which is available in the Reports > Report Templates view and can be reused to create new reports. To save the report as a template, select the check box.
To run the report according to a schedule, you must save the settings as a template.
Note: You can save the current set of parameters as a new template even if it’s based on an existing template.
|Type||The report type to generate.|
|Basic Settings||Template||(Optional) A report template to apply, which pre-populates the report options according to the template. All templates saved for the report type and available to you are listed.
If you select a template, you can still change the report options, and you can even save the report as a new template.
|Data Aggregation||(Forecast Accuracy Report only) The time unit that should be represented on each row of the report. The only option is Daily.|
|Date Range||The date range for which to generate data:
|Conversions Based on||How to report conversion data:
|[Primary Filters]||The portfolios to include. By default, data for all portfolios is included in the report if you don’t make a selection. You optionally can narrow down the data to be reported by specifying individual portfolios.
To select a portfolio, select the check box next to the portfolio name, and then click >> to move it to the Selected Filters column.
|Columns||[Report Columns]||The columns of data that are displayed in the report, and their order:
|Order Results/Limit Rows by||(Forecast Accuracy Report only) Sorts the report by up to two columns included in the report. The default values are different for each report type.To customize the sort order, select a report column, and then select Ascending (to show results from A to Z or from 1 to 100) or Descending (to show results from Z to A or from 100 to 1). Specify at least one column by which to sort. If you sort by two columns, then the report is sorted first by the first column specified and then by the second column specified.|
|Share with others||(Forecast Accuracy Report only) Allows other users with access to the same advertiser’s data to view the generated report and — if you save the report as a template — to use the template but not edit or delete it. By default, this option isn’t selected. Note: Regardless of this setting, your reports and templates are always visible to all users in higher (administrator) roles and to any assigned Adobe Account Team members.|
|Advanced Filters||[Advanced Filters]||(Forecast Accuracy Report only) Returns rows only when the value for a metric meets specified criteria; the metric doesn’t need to be included as a column in the report. The list of available metrics varies by report type but may include custom derived metrics for the advertiser, the IDs and property names for each ad network and portfolio component (such as Campaign ID and Campaign Status), conversion metrics for the advertiser, and click-related metrics from the ad networks. Available operators include contains, starts with, equals, is greater than, is greater than or equal to, is less than, is less than or equal to, or isn’t equal to.
To apply one or more filters, do the following:
|Attribution||Rule||(Advertisers with the Adobe Advertising conversion tracking service only) Within the report, how to attribute conversion data — potentially across multiple ad channels and portfolios — in a series of events that lead to a conversion:
|Impression Override Weight||(For all attribution rules except Last Event or First Event) When the conversion is preceded by both paid clicks and impressions, attributes the specified percentage of a conversion value to impressions that occurred within the advertiser’s impression lookback window. By default, this value is 10%; you can change the value to any whole number from 0-100. This value is used only within the report.
When a conversion is preceded only by impressions, then the advertiser’s view-through weight, rather than the impression override weight, is applied to the impressions.
|Scheduling and Delivery||Report Schedule||(Optional; available only when the “Save as template” option is selected) When to run the report: Now (to run the report once; the default), Daily, Weekly on [Day of the Week], or Every Month [Day of the Month]. For all time periods except for Now, select the hour in the advertiser’s time zone, beginning with 09:00 AM.|
|Email Recipients||Note: This setting is used only when email notifications for Reports are enabled within Notification Center.
Email addresses of registered Search, Social, & Commerce users to which to send notifications when the report is completed or is canceled because of errors. By default, the address for your user account is entered. To specify multiple addresses, separate them with commas, spaces, or new lines. When the report is scheduled to run repeatedly, a notification is sent each time a report is completed.
|Email Notification||Note: This setting is used only when email notifications for Reports are enabled within Notification Center.
(When Email Recipients are specified) What to include in email notifications to any specified addresses: