You can quickly create a report from a Quick Report template that is designed to provide an overview of your performance with Index Exchange (Index) in a specific area.
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Enter your email address and password to log in to the Index UI The Index UI at app.indexexchange.com that allows you to manage integration settings, such as inventory, campaign, and deal settings. at app.indexexchange.com.
- Go to Reports.
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Click CREATE.
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In the Quick Reports section, select the report template you would like to use from the following options:
Template name Description Billing information for your account over the past month, which can be used to reconcile your payments from Index. This report includes data from the previous full calendar month, ending on the last day of the previous month. For example, a report that is run on August 8 will include data from July 1 to July 31.
Marketplace performance
Marketplace-related activity with Index over the previous month.
Note: If you would like to run the report as-is without making any edits, skip to the last step. If you would like to edit the report, continue with the steps below.
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Optionally, in the Date range drop-down list, you can edit the template's pre-selected date range to one of the following options:
Option Description Fixed Range
Includes data from a specific time frame. Enter a Start date and End date to specify the date range.
Today
Includes data from 12:00 AM today up to the time that the report is run, with a 2-6 hour delay. For example, a report that is run at 8:00 AM would include roughly six hours of data, given the 2-6 hour delay.
Yesterday
Includes data from the previous day, ending at 12:00 AM.
Last 7 days
Includes data from the previous seven days, ending at 12:00 AM on the day the report is run. This report does not include data for the day the report runs.
Last 30 days
Includes data from the previous 30 days, ending at 12:00 AM on the day the report is run. This report does not include data for the day the report runs.
Last 3 months
Includes data from the previous three full calendar months, ending on the last day of the previous month. For example, a report that is run on August 8 will include data from May 1 to July 31.
Last week
Includes data from the previous full week, between the last full Monday at 12:00 AM to Sunday at 11:59 PM.
Last month
Includes data from the previous full calendar month, ending on the last day of the previous month. For example, a report that is run on August 8 will include data from July 1 to July 31.
Week to date
Includes data from the current week, starting on Monday and ending on the day the report runs.
Month to date
Includes data from the current month, starting on the first day of the month and ending on the day the report runs.
Quarter to date
Includes data from the previous quarter, starting on the first day of the calendar quarter and ending at 11:59 PM on the previous day. This represents calendar quarters starting on the 1st of January, April, July, and October. For example, if the report runs on August 8, it will include data from July 1 to August 7.
Year to date
Includes data from the current year, starting on the first day of the year and ending at 11:59 PM on the previous day.
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In the Reporting time zone and currency drop-down list, select one of the following options:
Option Description Standard settings
Choose this option if you want the data to be in USD and Universal Time Coordinated (UTC).
Billing settings
Choose this option if you want to display the report data in EST/EDT and USD, which is the default time zone and currency that Index uses for all billing data.
- Optionally, in the Dimensions section, you can edit the template's
pre-selected dimensions to include in your report. Dimensions are qualitative
categories that you can select to include in a report, such as Brand Name or
Country. For more information about each dimension, see
- Optionally, in the Measures section, you can edit the template's pre-selected
measures to include in your report. Measures are quantitative values that you can
select to run against your dimensions. For example, you can select Ad Spend
as a measure and Country as a dimension to see ad spend per country. For more
information about each measure, see
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Optionally, click ADD FILTER to add a filter to provide additional granularity. You can optionally add more than one filter. For example, if you want to filter a deal A private auction that allows publishers to offer specific inventory directly to selected buyers identified by a deal ID. Terms are negotiated and are agreed upon before the auction occurs. ID from a specific country, add a deal ID filter and then add a country filter.
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In the Dimensions drop-down list, select one of the following filters to provide additional granularity in your report.
Option Description Brand Name
Filters by brand name. In the Brand Name drop-down list, select one or more brands. You can also enter the brand name and press enter.
Buyer Name
Filters by buyer name. In the Buyer Name drop-down list, select one or more buyers. You can also enter the buyer name and press enter.
Country
Filters by country. In the Country drop-down list, select one or more countries. You can also enter the ISO country code and press enter.
Filters by creative A digital ad made available in various creative types, defined by their size in pixels such as 300x250px. type. In the Creative Type drop-down list, select one or more creative types. You can also enter the creative type and press enter. For a full list of creative types, see the Creative Type description in
Deal ID
Filters by deal ID. In the Deal ID drop-down list, select one or more OpenRTB An open industry standard for communication between buyers and sellers of online advertising in real-time bidding auctions. It's published by the IAB. deal IDs. You can also enter the deal ID and press enter.
Deal Name
Filters by deal name. In the Deal Name drop-down list, select one or more deal names. You can also enter the deal name and press enter.
Device Type
Filters by device type. In the Device Type drop-down list, select one or more device types. You can also enter the device type and press enter. For a full list of device type options, see the Device Type description in
Filters by DSP. In the DSP Name drop-down list, select one or more DSPs. You can also enter the Index DSP name and press enter.
Demand Channel
Filters by open market or private market.
Domain
Filters by domain. In the Domain drop-down list, select one or more domains. You can also enter the domain and press enter.
Inventory Channel
Filters by inventory channel, which is the environment in which the ad is shown. In the Inventory Channel drop-down list, select one or more inventory channels. You can also enter the inventory channel and press enter. For a full list of options, see the Inventory Channel description in
Region
Filters by geographical region. In the Region drop-down list, select one or more regions. You can also enter a four character region code and press enter. For a full list of region codes, see the Region description in .
Filters by site ID. In the Site ID drop-down list, select one or more site IDs. You can also enter the Index site ID and press enter.
Site Name
Filters by the site name associated with the Site ID. In the Site Name drop-down list, select one or more site names. You can also enter the Index site name and press enter.
Size
Filters by ad size. In the Size drop-down list, select one or more sizes. You can also enter the size and press enter.
Supply Source
Filters by the original source of the bid request An OpenRTB request that is sent from a supply-side platform (SSP) or ad exchange to the DSP requesting a bid response for potential impressions. A bid request contains information about the impression that allows the DSP to decide whether to bid on the impression.. In the Supply Source drop-down list, select one or more supply sources. You can also enter the supply source and press enter. For a full list of supply source codes, see the Supply Source description in
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In the Rule drop-down list, select the type of filtering logic you want to use.
Option Description is any of
Includes all available data associated with the specific value you include in step c (below). For example, if you want to include all data related to a specific deal called Pub_1_Deal_123, select Deal Name in step a, select is any of and enter the exact deal name Pub_1_Deal_X_123 in step c.
is none of
Excludes all available data associated with the specific value you include in step c (below). For example, if you want to exclude all data related to a specific deal called Pub_1_Deal_X_123, select Deal Name in step a, select is none of and enter Pub_1_Deal_X_123 in step c.
contains any of
Includes all available data associated with the value you include in step c (below). For example, if you want to include all deal data for a specific publisher The owner of a website or app where advertisements are served., select Deal Name in step a, select contains any of and enter Pub_1 in step c.
contains none of
Excludes all available data associated with the value you include in step c (below). For example, if you want to exclude all deal data related to a specific publisher, select Deal Name in step a, select contains none of and enter Pub_1 in step c.
- In the Values drop-down list, select the value that you want to filter by.
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After finalizing the details for your report, choose one of the following options:
Option Description Run
Choose this option if you want to run a report without saving the report. Once you run a report, you can choose one of the following options:
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Edit. You can edit the current report before deciding whether to run, save & run, or save the edited report.
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Save. You can save the current report. For instructions on saving a report, see step
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Download. You can download the current report. For more information about downloading reports, see Download a saved report.
Save & Run
Choose this option if you want to save and run the report. For instructions on saving a report, see step
Save
Choose this option if you want to save the report. For instructions on saving a report, see step
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Optionally, you can save and schedule the automated delivery of your report. To save your report, complete the following steps:
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In the Name field, enter a name for your report.
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In the Delivery Schedule section, choose one of the following:
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To schedule receiving your report through email, select Scheduled.
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To leave the report unscheduled, select Unscheduled. Unscheduled reports must be run manually in the main Reports page. For more information on running a report, see
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In the Delivery Frequency drop-down list, select one of the following options:
Option Description Daily
Choose this option if you want the report to be delivered daily. Report generation starts at 1pm UTC for daily reports.
Weekly
Choose this option if you want the report to be delivered every week on Monday. Report generation starts at 2pm UTC for weekly reports.
Monthly
Choose this option if you want the report to be delivered on the fifth day of every month. Report generation starts at 3pm UTC for monthly reports.
- Enter a Delivery start date and a Delivery end date to specify the duration of the delivery schedule.
- In the Recipient emails field, enter an email address for the report to be delivered to and press enter. You can enter up to 10 addresses. For privacy reasons, the following domains are not supported: Gmail, Hotmail, Live, and Yahoo.
- If you want to save and run your report, click SAVE & RUN. If you want to save your report, click SAVE.
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Note: Specific dimensions and measures are automatically disabled when they cannot be used with another dimension or measure that you have already selected. Only one dimension or measure is required for the report to be valid.
