Reports in the Index UI

Marketplace Partners
Last Updated: February 12, 2026

You can use the Index UI to access aggregated reporting on all activity from Index Exchange (Index). You can access a variety of reporting fields by using the Index UI to create reports tailored to your specific needs, or choose from a set of Quick Report templates. With the Index UI, you can perform the following tasks:

  • Create custom reports to evaluate performance across 50+ dimensions and measures in our Available fields.

  • Create a report from a set of predefined Quick Report templates that cover common reporting scenarios.

  • Schedule automated delivery of reports to run hourly, daily, weekly, or monthly through email to multiple recipients.

  • Run reports to get access to reporting data without having to name, schedule, or save your reports.

  • Manage reports directly within the Index UI, where you can view saved reports, search for individual reports, sort your reports, edit your reports, run reports, or delete reports.

Use cases

As a Marketplace Partner, here are some examples of why you'd use the Index UI to build reports:

  • Easily create reports: You want to create, schedule, and manage custom reports in a UI that is easy to use.

  • Share and schedule: You want to quickly share or schedule the delivery of a saved report to several email recipients, or feed data directly into your preferred data tool.

  • Gain insight on performance: You want granular feedback on a variety of measures, such as Marketplace media spend, Marketplace Owner fee, total and total impressions.

  • Manage reports: You have a large number of custom reports and you need to sort your reports by certain filters such as name, fileID, or date.

  • Preview reports: You want to preview how a report will look before saving and scheduling it.

Accessing and sharing saved reports

You can access and share your saved reports in one of the following ways:

  • Email: All reports you save are automatically emailed to you based on the delivery schedule that you selected.

  • Direct download: You can download any reports that you have created in the Index UI directly through the Index UI or through the Reporting API.

For more information about how to create reports, see Create a custom report.