Atlas Solutions

Atlas Best Practices: Time-Saving Tips for Campaign Reports

By Frank Totera – Atlas Technical Support Team |

Welcome to the latest installment in our Best Practices blog series. This series is designed to help our customers get the most out of Atlas — from building media plans and trafficking campaigns to measuring and understanding results.

Today’s article is the first in a three-part series on Atlas campaign reporting.

Atlas’ reporting tools can tell you almost anything you want to know about your campaign, including location and demographics, conversion reporting built on different attribution models, and the mix of cookies to people. The best part, the data driving Atlas reports updates in real time. Since report requests often come with strict deadlines, we’ve built in several options to speed up the process for your convenience.

This first post focuses on easy steps you can start taking today to save yourself time. In the second post in this series, we’ll cover key factors to be aware of when building your reports, and in the third post we’ll show you how to organize your data for improved usability.

Here are tips to save time when setting up and managing reports:

• Create a report directly in “Campaign Overview” to pre-populate the filters with your specifics.
This approach is ideal if you want to quickly check performance against a specific campaign. Atlas will remember which campaign you were redirected from, and which advertiser owns it.

 

• Favorite a regular report by clicking the star next to it
Reports that you pull frequently — such as general delivery reports — can be “favorited” with a star for easy access. You can also “favorite” reports belonging to your co-workers if they utilize filters you’re permitted to use.


 

• Schedule a regular report.
Reports can be automatically sent to you via email at a frequency you specify. This tool saves you the time of having to generate the same report each day, so you can easily access the data you need at regular intervals. Rather than pulling a report for “All Dates” which can become increasingly large in size over time, it is recommended to schedule an ongoing report that includes a smaller, relative date range.

 

• Copy a report, then make small edits as needed.
If you like a colleague’s report but want to run it for a different campaign, you can copy it and edit the filters as necessary. This way, you don’t have to manually recreate the report yourself.

 

• Use a preset to populate your report with key dimensions and metrics.
Atlas offers various preset reports that group together meaningful, commonly requested campaign dimensions and metrics. Selecting a preset means you don’t have to spend time picking each dimension and metric individually — unless, of course, you want to edit the preset further.

 

If you’re an Atlas customer, we recommend you take the time to familiarize yourself with these time-saving Atlas tips before moving on to the soon to be published parts two and three of this reporting series. If you have questions about Atlas reporting or any other feature, please visit the Help Center or contact your Platform Solution Consultant for support.