🛠️ Creating a Report

The report creation flow allows you to configure custom analytics exports adapted to your organization’s structure and needs. Reports can be scheduled or generated once, with powerful filtering, data sampling, and file delivery options.

To create a new report, go to: https://desk.collectiveaudience.co/settings/reports/new

✏️ 1. Report Name

• This is the name that will be used for the exported file.
• You can use macros inside the name to personalize each export:
  • [DATE] → injects the generation date
  • [ACCOUNT_USERNAME] → injects the username of the account owner (useful for media groups with multiple child accounts)

Example: Weekly_Report_[ACCOUNT_USERNAME]_[DATE].xlsx

📁 2. Report Type

Select the report type that fits your use case. Each type comes with its own set of dimensions, metrics, and filters.

👉 A dedicated section later in this documentation will provide a detailed breakdown of all available report types.

🧱 3. Dimensions

Once a report type is selected, you'll be able to choose from the available dimensions specific to that type (e.g. campaign name, creative ID, placement...).

📊 4. Metrics

Select the KPIs you want to track (e.g. impressions, clicks, CTR, conversions...).

🔍 5. Filters

Apply one or more filters to narrow down the dataset.

Note: A default invisible filter is always applied to isolate the data per account. A user can only access statistics belonging to their own account or its children. For more details, contact your account manager.

🌍 6. Timezone

Choose a timezone used for:

• report generation schedule (e.g. "send at 9AM Paris time")
• data sampling reference

Options available:

• UTC
• Europe/Paris
• America/Los_Angeles
• America/New_York

🔁 7. Recurrence Mode

Choose between:

• Once: one-time export, generated now or at a later date
• Recurring: schedule regular exports (daily, weekly, monthly, yearly)

If Once:

• Select an optional future date to receive the report.

If Recurring:

• Choose the frequency: Daily, Weekly, Monthly, or Yearly

• Fill in required time parameters:

  • Hour
  • Day of week / day of month / day & month

• Select a start date and an end date for the recurrence

⏱️ 8. Data Sample (Time Range)

Choose the time range for the data to be included in the report.

• For Recurring reports, you can use relative timeframes like:

  • Previous day
  • Past 24 hours
  • Previous week
  • Past 7 days
  • Current week
  • Previous month
  • Current month
  • From specific date

• For Once reports, you can also select a custom start and end date.

📂 9. File Format

Choose the export file format:

• CSV
• Excel (.xlsx)

👥 10. Recipients

Set up one or more recipients via the Transfer module.

➡️ See Transfers documentation for details on how to manage and send reports to external systems or email.

✅ 11. Generate

Click the "Generate" button to save your configuration and:

• schedule the report (if recurring)
• or trigger it (if once)

👉 Next up: Report Types Reference — an in-depth breakdown of each available report type, with all associated dimensions, metrics, and filters.