Create a report from a template

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.

1. Enter your email address and password to log in to the Index UI at app.indexexchange.com.
2. If you have more than one account, select the account that you want to access.
3. Go to Reporting > Reports.

4. Click CREATE.

5. In the Quick Reports section, select the report template you would like to use from the following options:

   Template name	Description
   Revenue - last 7 days	Total revenue, spend, CPM Cost Per Thousand (CPM). A pricing structure for buying impressions and is the cost of serving an advertisement 1,000 times. Also known as Cost Per Mille (where M represents 1,000 in Roman numerals) or Cents Per Mille., and impressions from the last week.
   Revenue - prior month	Total revenue, spend, CPM, and impressions from the preceding month .
   Brand & buyer revenue	Total revenue, spend, CPM, and impressions per advertiser from the last 7 days.
   Click performance	Click-through rate (CTR) CTR measures the percentage of times an ad was clicked., clicks, and 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. revenue from the last 7 days.
   Creative type A classification of ads based on behavior. Describes the properties of the advertisement creative. Available formats include: standard, expandable, overlay/voken, in-banner video, survey, audio, and video. revenue	Total revenue, spend, CPM, and impressions per creative A digital ad made available in various creative types, defined by their size in pixels such as 300x250px. type and device type from the last 7 days.
   Demand channel revenue	Total revenue, spend, CPM, and impressions per deal from the last 7 days .
   Geo revenue	Total revenue, spend, CPM, and impressions per country and region from the last 7 days.
   Marketplaces revenue	Total revenue, spend, CPM, and impressions per Marketplace from the last 7 days.
   Property A point of presence such as a website, social media account, or blog on the web that is an asset of an entity such as an individual or corporation and used for the purpose of representing a brand, person or other identity. revenue	Total revenue, spend, CPM, and impressions per domain from the last 7 days.
   Site revenue	Total revenue, spend, CPM, and impressions per site from the last 7 days .

   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.

6. 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.

7. In the Reporting time zone and currency drop-down list, select one of the following options:

   Option	Description
   Account settings	Choose this option if you want the data to be in the local time zone and currency set in your account settings. To view your account settings, go to Account Settings. For more information about your account settings, see View and edit your account settings in the Index UI. Note: Reporting data in your local time zone and currency will be available starting from January 1, 2022.
   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. This option is mainly used by publishers who want reconcile their payment amounts. For more information, see Reconcile your payments from Index by reviewing your performance metrics .

8. 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 Available fields.
   

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.

9. 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 Available fields.

10. 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 ID from a specific country, add a deal ID filter and then add a country filter.

    • In the Dimensions drop-down list, select one of the following filters to provide additional granularity in your report.

      Option	Description
      App Bundle	Filters by app bundle. In the App Bundle drop-down list, select one or more possible values. You can also enter the app bundle type and press enter.
      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.
      Browser	Filters by browser type. In the Browser drop-down list, select one or more browsers. You can also enter the browser 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.
      Creative Type	Filters by creative 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 Available fields .
      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 Available fields .
      DSP Demand-Side Platform (DSP). A software platform that automates bidding decisions in real-time and efficiently connects buyers and audiences through an ad exchange or SSP. Also known as a buy-side platform. Name	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 Available fields .
      Operating System	Filters by device operating system. In the Operating System drop-down list, select one or more operating systems. You can also enter the operating system and press enter.
      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 Available fields .
      Site ID Site IDs are unique Index-specific identifiers that represent specific inventory and attributes based on our publishers needs. Site IDs are created in the Index UI and these IDs are used by publishers to make real-time bid requests.	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 Available fields .

    • 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.

11. 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: Edit. You can edit the current report before deciding whether to run, save & run, or save the edited report. Save. You can save the current report. For instructions on saving a report, see step 12 below. 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 12 below.
    Save	Choose this option if you want to save the report. For instructions on saving a report, see step 12 below.

12. Optionally, you can save and schedule the automated delivery of your report. To save your report, complete the following steps:

    1. In the Name field, enter a name for your report.

    2. In the Delivery Schedule section, choose one of the following:

    • To schedule receiving your report through email, select Scheduled .

    • 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 Run a saved report .

    3. In the Delivery Frequency drop-down list, select one of the following options:

       Option	Description
       Hourly	Choose this option if you want the report to be delivered hourly. Hourly data in scheduled reports is available eight hours after an event takes place. Hourly ad hoc data in unscheduled reports that are run directly from Reports in the Index UI The Index UI at app.indexexchange.com that allows you to manage integration settings, such as inventory, campaign, and deal settings. is available five hours after an event takes place. Note: This option is only available when you select Hour as a dimension.
       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.

    4. Enter a Delivery start date and a Delivery end date to specify the duration of the delivery schedule.
    5. 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.
    6. If you want to save and run your report, click SAVE & RUN. If you want to save your report, click SAVE.